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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 | $146,885 | $83,045+76.9% | $130,045+12.9% | $71,511+105.4% |
| Participation rate | 59.8% | 74.1%-14.3pp | 78.5%-18.7pp | 67.9%-8.1pp |
| Annual return | 13.46% | 20.61%-7.1pp | -137.30%+150.8pp | 28.86%-15.4pp |
| Employer contribution / active EE | $2,735 | $2,623+4.3% | $4,321-36.7% | $2,589+5.6% |
| Participant deferral / active EE | $5,501 | $4,436+24.0% | $5,820-5.5% | $4,291+28.2% |
| Admin fee / account holder | $20,998 | $1,727+1115.9% | $10,600+98.1% | $1,588+1221.9% |