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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 | $158,489 | $85,171+86.1% | $172,752-8.3% | $72,975+117.2% |
| Participation rate | 67.4% | 70.1%-2.7pp | 82.6%-15.3pp | 69.5%-2.1pp |
| Annual return | 12.68% | 27.32%-14.6pp | 802.97%-790.3pp | 81.01%-68.3pp |
| Employer contribution / active EE | $1,386 | $3,324-58.3% | $5,144-73.1% | $2,440-43.2% |
| Participant deferral / active EE | $2,843 | $3,260-12.8% | $5,198-45.3% | $3,608-21.2% |
| Admin fee / account holder | $1,834 | $5,880-68.8% | $13,955-86.9% | $5,124-64.2% |