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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 | $154,548 | $106,247+45.5% | $96,515+60.1% | $139,466+10.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 10.68% | 38.47%-27.8pp | 35.73%-25.1pp | 373.66%-363.0pp |
| Employer contribution / active EE | $10,271 | $4,106+150.2% | $3,740+174.7% | $4,754+116.1% |
| Participant deferral / active EE | $18,059 | $5,456+231.0% | $4,880+270.1% | $6,712+169.1% |
| Admin fee / account holder | $35,846 | $7,885+354.6% | $6,735+432.2% | $11,409+214.2% |