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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 | $167,436 | $88,203+89.8% | $165,100+1.4% | $74,478+124.8% |
| Participation rate | 48.6% | 73.1%-24.6pp | 78.6%-30.1pp | 67.2%-18.7pp |
| Annual return | 11.24% | 17.13%-5.9pp | 70.21%-59.0pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $2,899 | $2,601+11.5% | $4,348-33.3% | $2,626+10.4% |
| Participant deferral / active EE | $5,859 | $4,505+30.1% | $6,035-2.9% | $4,350+34.7% |
| Admin fee / account holder | $11,133 | $2,235+398.1% | $12,696-12.3% | $1,946+472.1% |