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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 | $150,086 | $52,353+186.7% | $120,225+24.8% | $82,448+82.0% |
| Participation rate | 45.6% | 58.3%-12.8pp | 69.6%-24.0pp | 68.1%-22.5pp |
| Annual return | 10.84% | 61.85%-51.0pp | 439.23%-428.4pp | 41.64%-30.8pp |
| Employer contribution / active EE | $1,434 | $1,510-5.0% | $3,475-58.7% | $2,551-43.8% |
| Participant deferral / active EE | $2,447 | $2,627-6.8% | $3,999-38.8% | $4,139-40.9% |
| Admin fee / account holder | $20,606 | $4,363+372.3% | $5,696+261.7% | $7,234+184.8% |