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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 | $155,937 | $118,875+31.2% | $96,572+61.5% | $167,553-6.9% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.2pp | 82.1%-15.4pp |
| Annual return | 2.34% | 50.50%-48.2pp | 37.79%-35.4pp | 478.89%-476.5pp |
| Employer contribution / active EE | $1,354 | $3,121-56.6% | $2,357-42.6% | $4,840-72.0% |
| Participant deferral / active EE | $5,161 | $4,617+11.8% | $3,850+34.1% | $6,343-18.6% |
| Admin fee / account holder | $40,871 | $8,070+406.5% | $6,183+561.0% | $12,316+231.8% |