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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 | $177,145 | $132,099+34.1% | $115,599+53.2% | $138,895+27.5% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.3%-34.3pp | 79.9%-39.9pp |
| Annual return | 8.83% | 176.76%-167.9pp | 111.10%-102.3pp | 145.39%-136.6pp |
| Employer contribution / active EE | $906 | $3,416-73.5% | $2,955-69.4% | $4,194-78.4% |
| Participant deferral / active EE | $4,396 | $5,617-21.7% | $4,889-10.1% | $6,396-31.3% |
| Admin fee / account holder | $119,465 | $15,650+663.4% | $12,841+830.4% | $12,562+851.0% |