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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 | $161,558 | $63,703+153.6% | $93,063+73.6% | $82,448+96.0% |
| Participation rate | 60.0% | 63.8%-3.8pp | 72.1%-12.1pp | 68.1%-8.1pp |
| Annual return | 9.28% | -775.43%+784.7pp | 34.15%-24.9pp | 41.64%-32.4pp |
| Employer contribution / active EE | $1,951 | $1,729+12.9% | $2,476-21.2% | $2,551-23.5% |
| Participant deferral / active EE | $3,129 | $2,919+7.2% | $3,958-20.9% | $4,139-24.4% |
| Admin fee / account holder | $110,932 | $5,982+1754.4% | $6,033+1738.7% | $7,234+1433.4% |