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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 | $147,352 | $91,198+61.6% | $178,503-17.5% | $79,856+84.5% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 8.16% | 24.20%-16.0pp | 151.12%-143.0pp | 31.71%-23.5pp |
| Employer contribution / active EE | $3,931 | $3,257+20.7% | $5,011-21.6% | $2,471+59.1% |
| Participant deferral / active EE | $6,465 | $3,237+99.7% | $5,202+24.3% | $3,741+72.8% |
| Admin fee / account holder | $30,625 | $6,748+353.8% | $13,987+119.0% | $5,306+477.1% |