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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 | $166,563 | $65,364+154.8% | $92,909+79.3% | $72,975+128.2% |
| Participation rate | 49.0% | 68.3%-19.3pp | 76.0%-27.0pp | 69.5%-20.5pp |
| Annual return | 9.05% | 42.11%-33.1pp | 109.44%-100.4pp | 81.01%-72.0pp |
| Employer contribution / active EE | $6,633 | $2,594+155.7% | $3,653+81.5% | $2,440+171.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $35,462 | $4,251+734.2% | $5,795+511.9% | $5,124+592.1% |