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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 | $147,479 | $111,535+32.2% | $105,223+40.2% | $137,256+7.4% |
| Participation rate | 60.9% | 78.1%-17.2pp | 75.0%-14.2pp | 80.0%-19.1pp |
| Annual return | 11.00% | 237.85%-226.9pp | 180.65%-169.7pp | 220.34%-209.3pp |
| Employer contribution / active EE | $3,682 | $3,939-6.5% | $3,689-0.2% | $4,156-11.4% |
| Participant deferral / active EE | $10,273 | $5,500+86.8% | $5,072+102.5% | $6,407+60.3% |
| Admin fee / account holder | $126,426 | $9,721+1200.5% | $8,859+1327.1% | $12,270+930.4% |