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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 | $155,262 | $107,363+44.6% | $92,909+67.1% | $152,897+1.5% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 4.30% | 145.63%-141.3pp | 109.44%-105.1pp | 345.43%-341.1pp |
| Employer contribution / active EE | $2,076 | $4,222-50.8% | $3,653-43.2% | $4,764-56.4% |
| Participant deferral / active EE | $6,802 | $4,848+40.3% | $4,238+60.5% | $5,851+16.3% |
| Admin fee / account holder | $14,613 | $7,082+106.4% | $5,795+152.2% | $11,599+26.0% |