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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 | $153,130 | $61,816+147.7% | $97,260+57.4% | $80,935+89.2% |
| Participation rate | 63.5% | 63.5%0pp | 72.7%-9.2pp | 67.7%-4.2pp |
| Annual return | 9.58% | -558.73%+568.3pp | 75.54%-66.0pp | 35.66%-26.1pp |
| Employer contribution / active EE | $1,777 | $1,836-3.2% | $2,721-34.7% | $2,757-35.5% |
| Participant deferral / active EE | $3,164 | $3,027+4.5% | $4,262-25.8% | $4,299-26.4% |
| Admin fee / account holder | $23,636 | $5,166+357.6% | $5,640+319.1% | $6,924+241.3% |