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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 | $182,181 | $102,385+77.9% | $147,080+23.9% | $80,935+125.1% |
| Participation rate | 59.6% | 75.9%-16.2pp | 82.2%-22.5pp | 67.7%-8.0pp |
| Annual return | 9.04% | 135.09%-126.1pp | 420.17%-411.1pp | 35.66%-26.6pp |
| Employer contribution / active EE | $2,219 | $3,717-40.3% | $4,933-55.0% | $2,757-19.5% |
| Participant deferral / active EE | $5,487 | $6,651-17.5% | $8,066-32.0% | $4,299+27.6% |
| Admin fee / account holder | $6,660 | $7,951-16.2% | $12,989-48.7% | $6,924-3.8% |