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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 | $158,251 | $88,702+78.4% | $81,780+93.5% | $145,978+8.4% |
| Participation rate | 53.8% | 75.0%-21.2pp | 72.4%-18.5pp | 80.3%-26.4pp |
| Annual return | 7.70% | 1029.12%-1021.4pp | 776.27%-768.6pp | 550.52%-542.8pp |
| Employer contribution / active EE | $3,169 | $3,084+2.7% | $2,914+8.7% | $4,662-32.0% |
| Participant deferral / active EE | $6,909 | $4,645+48.7% | $4,321+59.9% | $6,690+3.3% |
| Admin fee / account holder | $31,737 | $8,414+277.2% | $7,384+329.8% | $13,400+136.8% |