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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 | $163,983 | $70,366+133.0% | $66,674+145.9% | $138,895+18.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 9.82% | 386.41%-376.6pp | 321.24%-311.4pp | 145.39%-135.6pp |
| Employer contribution / active EE | $2,844 | $2,765+2.9% | $2,620+8.5% | $4,194-32.2% |
| Participant deferral / active EE | $10,023 | $4,374+129.1% | $4,084+145.4% | $6,396+56.7% |
| Admin fee / account holder | $147,638 | $5,262+2705.5% | $5,098+2796.0% | $12,562+1075.3% |