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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 | $161,581 | $88,778+82.0% | $81,844+97.4% | $145,884+10.8% |
| Participation rate | 21.4% | 75.1%-53.6pp | 72.4%-51.0pp | 80.3%-58.9pp |
| Annual return | 8.46% | 1033.03%-1024.6pp | 778.87%-770.4pp | 551.85%-543.4pp |
| Employer contribution / active EE | $1,406 | $3,087-54.4% | $2,916-51.8% | $4,662-69.8% |
| Participant deferral / active EE | $5,929 | $4,648+27.5% | $4,323+37.1% | $6,690-11.4% |
| Admin fee / account holder | $2,211 | $8,430-73.8% | $7,355-69.9% | $13,392-83.5% |