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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 | $110,093+30.3% | $97,295+47.4% | $145,897-1.7% |
| Participation rate | 25.0% | 75.9%-50.9pp | 72.7%-47.7pp | 80.3%-55.3pp |
| Annual return | 6.49% | 244.76%-238.3pp | 75.62%-69.1pp | 552.29%-545.8pp |
| Employer contribution / active EE | $1,355 | $3,077-56.0% | $2,723-50.2% | $4,663-70.9% |
| Participant deferral / active EE | $4,628 | $4,678-1.1% | $4,264+8.6% | $6,689-30.8% |
| Admin fee / account holder | $30,829 | $6,212+396.2% | $5,646+446.0% | $13,390+130.2% |