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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 | $183,794 | $57,305+220.7% | $86,640+112.1% | $75,173+144.5% |
| Participation rate | 40.7% | 63.2%-22.5pp | 71.7%-31.0pp | 67.2%-26.5pp |
| Annual return | 11.65% | 2674.24%-2662.6pp | 592.52%-580.9pp | 160.72%-149.1pp |
| Employer contribution / active EE | $1,225 | $2,316-47.1% | $3,024-59.5% | $2,671-54.1% |
| Participant deferral / active EE | $2,273 | $3,320-31.5% | $4,438-48.8% | $4,126-44.9% |
| Admin fee / account holder | $5,475 | $4,116+33.0% | $5,616-2.5% | $5,651-3.1% |