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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 | $144,099 | $105,856+36.1% | $90,161+59.8% | $147,586-2.4% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 5.98% | 37.63%-31.6pp | 34.89%-28.9pp | 578.59%-572.6pp |
| Employer contribution / active EE | $3,000 | $4,126-27.3% | $3,318-9.6% | $4,876-38.5% |
| Participant deferral / active EE | $13,000 | $5,733+126.8% | $5,287+145.9% | $5,439+139.0% |
| Admin fee / account holder | $549 | $8,046-93.2% | $5,943-90.8% | $10,886-95.0% |