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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 | $145,930 | $78,562+85.8% | $105,608+38.2% | $74,429+96.1% |
| Participation rate | 57.1% | 72.8%-15.6pp | 75.3%-18.1pp | 67.2%-10.1pp |
| Annual return | 9.00% | 15.94%-6.9pp | 116.50%-107.5pp | 1368.38%-1359.4pp |
| Employer contribution / active EE | $1,910 | $2,521-24.2% | $3,167-39.7% | $2,625-27.2% |
| Participant deferral / active EE | $5,027 | $4,321+16.3% | $5,010+0.4% | $4,348+15.6% |
| Admin fee / account holder | $13,594 | $2,217+513.2% | $11,028+23.3% | $1,944+599.2% |