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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 | $164,616 | $72,071+128.4% | $68,368+140.8% | $137,256+19.9% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.0%-24.4pp |
| Annual return | 9.65% | 353.14%-343.5pp | 292.57%-282.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $1,119 | $2,788-59.9% | $2,649-57.8% | $4,156-73.1% |
| Participant deferral / active EE | $11,650 | $4,410+164.2% | $4,123+182.6% | $6,407+81.8% |
| Admin fee / account holder | $27,528 | $5,336+415.9% | $5,150+434.5% | $12,270+124.4% |