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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 | $143,448 | $109,904+30.5% | $97,167+47.6% | $145,959-1.7% |
| Participation rate | 25.0% | 75.9%-50.9pp | 72.7%-47.7pp | 80.3%-55.3pp |
| Annual return | 6.49% | 243.43%-236.9pp | 75.27%-68.8pp | 561.95%-555.5pp |
| Employer contribution / active EE | $1,355 | $3,084-56.1% | $2,729-50.3% | $4,661-70.9% |
| Participant deferral / active EE | $4,628 | $4,676-1.0% | $4,264+8.6% | $6,689-30.8% |
| Admin fee / account holder | $30,829 | $6,216+396.0% | $5,650+445.6% | $13,398+130.1% |