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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 | $167,274 | $198,462-15.7% | $170,439-1.9% | $147,585+13.3% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 5.40% | 257.30%-251.9pp | 205.94%-200.5pp | 578.58%-573.2pp |
| Employer contribution / active EE | $2,304 | $6,184-62.7% | $5,433-57.6% | $4,876-52.8% |
| Participant deferral / active EE | $12,000 | $5,629+113.2% | $4,939+142.9% | $5,439+120.6% |
| Admin fee / account holder | $2,621 | $16,852-84.4% | $13,881-81.1% | $10,886-75.9% |