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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 | $152,968 | $72,071+112.2% | $68,368+123.7% | $137,256+11.4% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 10.67% | 353.14%-342.5pp | 292.57%-281.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,426 | $2,788-48.9% | $2,649-46.2% | $4,156-65.7% |
| Participant deferral / active EE | $5,373 | $4,410+21.8% | $4,123+30.3% | $6,407-16.1% |
| Admin fee / account holder | $30,594 | $5,336+473.4% | $5,150+494.1% | $12,270+149.3% |