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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 | $88,137+90.0% | $164,975+1.5% | $74,429+125.0% |
| Participation rate | 48.6% | 73.1%-24.5pp | 78.6%-30.0pp | 67.2%-18.6pp |
| Annual return | 11.24% | 17.13%-5.9pp | 70.12%-58.9pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $2,899 | $2,597+11.6% | $4,343-33.2% | $2,625+10.5% |
| Participant deferral / active EE | $5,859 | $4,501+30.2% | $6,033-2.9% | $4,348+34.7% |
| Admin fee / account holder | $11,133 | $2,231+398.9% | $12,688-12.3% | $1,944+472.6% |