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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 | $162,795 | $132,634+22.7% | $115,768+40.6% | $137,256+18.6% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.4%-17.3pp | 80.0%-22.8pp |
| Annual return | 8.31% | 160.70%-152.4pp | 100.46%-92.1pp | 220.34%-212.0pp |
| Employer contribution / active EE | $1,984 | $3,360-40.9% | $2,940-32.5% | $4,156-52.3% |
| Participant deferral / active EE | $4,539 | $5,619-19.2% | $4,917-7.7% | $6,407-29.2% |
| Admin fee / account holder | $71,592 | $15,028+376.4% | $12,439+475.5% | $12,270+483.5% |