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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 | $182,021 | $102,382+77.8% | $147,005+23.8% | $80,874+125.1% |
| Participation rate | 61.0% | 75.8%-14.8pp | 82.2%-21.1pp | 67.6%-6.6pp |
| Annual return | 9.30% | 134.89%-125.6pp | 418.76%-409.5pp | 35.62%-26.3pp |
| Employer contribution / active EE | $3,402 | $3,715-8.4% | $4,934-31.0% | $2,756+23.5% |
| Participant deferral / active EE | $7,389 | $6,646+11.2% | $8,070-8.4% | $4,297+72.0% |
| Admin fee / account holder | $382 | $7,942-95.2% | $13,006-97.1% | $6,935-94.5% |