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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 | $162,300 | $114,119+42.2% | $107,187+51.4% | $138,895+16.9% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 79.9%-39.9pp |
| Annual return | 10.73% | 273.21%-262.5pp | 204.55%-193.8pp | 145.39%-134.7pp |
| Employer contribution / active EE | $870 | $4,059-78.6% | $3,782-77.0% | $4,194-79.3% |
| Participant deferral / active EE | $1,902 | $5,538-65.6% | $5,096-62.7% | $6,396-70.3% |
| Admin fee / account holder | $42,208 | $10,024+321.1% | $9,162+360.7% | $12,562+236.0% |