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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 | $149,838 | $70,366+112.9% | $66,674+124.7% | $138,895+7.9% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 12.09% | 386.41%-374.3pp | 321.24%-309.1pp | 145.39%-133.3pp |
| Employer contribution / active EE | $2,704 | $2,765-2.2% | $2,620+3.2% | $4,194-35.5% |
| Participant deferral / active EE | $5,420 | $4,374+23.9% | $4,084+32.7% | $6,396-15.3% |
| Admin fee / account holder | $1,475 | $5,262-72.0% | $5,098-71.1% | $12,562-88.3% |