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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 | $88,702+82.2% | $81,780+97.6% | $145,978+10.7% |
| Participation rate | 21.4% | 75.0%-53.6pp | 72.4%-50.9pp | 80.3%-58.9pp |
| Annual return | 8.46% | 1029.12%-1020.7pp | 776.27%-767.8pp | 550.52%-542.1pp |
| Employer contribution / active EE | $1,406 | $3,084-54.4% | $2,914-51.7% | $4,662-69.8% |
| Participant deferral / active EE | $5,929 | $4,645+27.6% | $4,321+37.2% | $6,690-11.4% |
| Admin fee / account holder | $2,211 | $8,414-73.7% | $7,384-70.1% | $13,400-83.5% |