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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 | $111,535+45.5% | $105,223+54.2% | $137,256+18.2% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 10.73% | 237.85%-227.1pp | 180.65%-169.9pp | 220.34%-209.6pp |
| Employer contribution / active EE | $870 | $3,939-77.9% | $3,689-76.4% | $4,156-79.1% |
| Participant deferral / active EE | $1,902 | $5,500-65.4% | $5,072-62.5% | $6,407-70.3% |
| Admin fee / account holder | $42,208 | $9,721+334.2% | $8,859+376.4% | $12,270+244.0% |