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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 | $163,221 | $105,200+55.2% | $159,474+2.3% | $85,847+90.1% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.8%-25.7pp | 69.3%-12.2pp |
| Annual return | 10.77% | 45.08%-34.3pp | 263.68%-252.9pp | 318.61%-307.8pp |
| Employer contribution / active EE | $1,977 | $3,319-40.4% | $4,831-59.1% | $2,565-22.9% |
| Participant deferral / active EE | $5,875 | $5,946-1.2% | $7,353-20.1% | $3,952+48.7% |
| Admin fee / account holder | $992 | $6,934-85.7% | $10,802-90.8% | $6,261-84.2% |