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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 | $147,243 | $132,634+11.0% | $115,768+27.2% | $137,256+7.3% |
| Participation rate | 53.8% | 77.9%-24.0pp | 74.4%-20.5pp | 80.0%-26.1pp |
| Annual return | 8.29% | 160.70%-152.4pp | 100.46%-92.2pp | 220.34%-212.0pp |
| Employer contribution / active EE | $13,890 | $3,360+313.4% | $2,940+372.5% | $4,156+234.2% |
| Participant deferral / active EE | $10,202 | $5,619+81.6% | $4,917+107.5% | $6,407+59.2% |
| Admin fee / account holder | $2,773 | $15,028-81.5% | $12,439-77.7% | $12,270-77.4% |