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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 | $158,290 | $97,125+63.0% | $86,233+83.6% | $137,256+15.3% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.0%-35.7pp | 80.0%-46.6pp |
| Annual return | 10.67% | 74.19%-63.5pp | 61.39%-50.7pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,379 | $2,841-51.5% | $2,504-44.9% | $4,156-66.8% |
| Participant deferral / active EE | $1,543 | $5,180-70.2% | $4,559-66.2% | $6,407-75.9% |
| Admin fee / account holder | $181,814 | $9,725+1769.6% | $8,342+2079.5% | $12,270+1381.8% |