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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 | $150,819 | $136,860+10.2% | $120,344+25.3% | $154,746-2.5% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 6.84% | 21.38%-14.5pp | 20.30%-13.5pp | 172.34%-165.5pp |
| Employer contribution / active EE | $1,356 | $3,533-61.6% | $3,020-55.1% | $4,379-69.0% |
| Participant deferral / active EE | $5,029 | $5,793-13.2% | $5,135-2.1% | $6,730-25.3% |
| Admin fee / account holder | $375,988 | $15,393+2342.7% | $12,742+2850.9% | $14,365+2517.3% |