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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 | $178,523 | $111,535+60.1% | $105,223+69.7% | $137,256+30.1% |
| Participation rate | 43.8% | 78.1%-34.3pp | 75.0%-31.3pp | 80.0%-36.2pp |
| Annual return | 11.24% | 237.85%-226.6pp | 180.65%-169.4pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,637 | $3,939-58.5% | $3,689-55.6% | $4,156-60.6% |
| Participant deferral / active EE | $6,942 | $5,500+26.2% | $5,072+36.9% | $6,407+8.4% |
| Admin fee / account holder | $37,020 | $9,721+280.8% | $8,859+317.9% | $12,270+201.7% |