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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 | $160,923 | $88,672+81.5% | $105,223+52.9% | $82,448+95.2% |
| Participation rate | 57.6% | 67.9%-10.3pp | 75.0%-17.5pp | 68.1%-10.5pp |
| Annual return | 4.18% | 30.86%-26.7pp | 180.65%-176.5pp | 41.64%-37.5pp |
| Employer contribution / active EE | $2,397 | $3,048-21.4% | $3,689-35.0% | $2,551-6.0% |
| Participant deferral / active EE | $3,980 | $4,036-1.4% | $5,072-21.5% | $4,139-3.8% |
| Admin fee / account holder | $10,267 | $7,146+43.7% | $8,859+15.9% | $7,234+41.9% |