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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 | $102,385+77.8% | $147,080+23.8% | $80,935+124.9% |
| Participation rate | 61.0% | 75.9%-14.9pp | 82.2%-21.2pp | 67.7%-6.6pp |
| Annual return | 9.30% | 135.09%-125.8pp | 420.17%-410.9pp | 35.66%-26.4pp |
| Employer contribution / active EE | $3,402 | $3,717-8.5% | $4,933-31.0% | $2,757+23.4% |
| Participant deferral / active EE | $7,389 | $6,651+11.1% | $8,066-8.4% | $4,299+71.9% |
| Admin fee / account holder | $382 | $7,951-95.2% | $12,989-97.1% | $6,924-94.5% |