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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 | $148,268 | $152,612-2.8% | $125,192+18.4% | $152,897-3.0% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.5%-22.5pp |
| Annual return | 1.31% | 54.85%-53.5pp | 43.79%-42.5pp | 345.43%-344.1pp |
| Employer contribution / active EE | $1,592 | $4,947-67.8% | $3,866-58.8% | $4,764-66.6% |
| Participant deferral / active EE | $10,910 | $5,868+85.9% | $4,937+121.0% | $5,851+86.5% |
| Admin fee / account holder | $17,722 | $13,437+31.9% | $9,704+82.6% | $11,599+52.8% |