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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 | $158,191 | $62,592+152.7% | $85,693+84.6% | $85,856+84.3% |
| Participation rate | 67.6% | 61.1%+6.4pp | 69.9%-2.3pp | 69.3%-1.8pp |
| Annual return | 10.12% | 23.77%-13.7pp | 21.49%-11.4pp | 318.58%-308.5pp |
| Employer contribution / active EE | $1,114 | $1,755-36.5% | $2,618-57.4% | $2,565-56.6% |
| Participant deferral / active EE | $5,581 | $2,802+99.2% | $3,923+42.3% | $3,952+41.2% |
| Admin fee / account holder | $32,960 | $4,643+609.9% | $6,874+379.5% | $6,261+426.5% |