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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 | $158,123 | $57,330+175.8% | $86,656+82.5% | $75,177+110.3% |
| Participation rate | 50.0% | 63.2%-13.2pp | 71.7%-21.7pp | 67.2%-17.2pp |
| Annual return | 9.46% | 2675.40%-2665.9pp | 593.09%-583.6pp | 160.75%-151.3pp |
| Employer contribution / active EE | $2,589 | $2,316+11.8% | $3,025-14.4% | $2,671-3.1% |
| Participant deferral / active EE | $3,575 | $3,320+7.7% | $4,439-19.5% | $4,126-13.4% |
| Admin fee / account holder | $11,855 | $4,115+188.1% | $5,619+111.0% | $5,651+109.8% |