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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,077 | $106,923+43.2% | $84,023+82.2% | $152,909+0.1% |
| Participation rate | 50.0% | 75.3%-25.3pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 7.28% | 105.02%-97.7pp | 71.32%-64.0pp | 345.46%-338.2pp |
| Employer contribution / active EE | $5,045 | $2,735+84.4% | $1,984+154.3% | $4,764+5.9% |
| Participant deferral / active EE | $6,250 | $4,013+55.8% | $3,239+92.9% | $5,851+6.8% |
| Admin fee / account holder | $7,180 | $8,289-13.4% | $6,102+17.7% | $11,601-38.1% |