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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 | $163,068 | $157,304+3.7% | $141,197+15.5% | $152,909+6.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 13.17% | 64.34%-51.2pp | 71.41%-58.2pp | 345.46%-332.3pp |
| Employer contribution / active EE | $1,242 | $5,263-76.4% | $4,736-73.8% | $4,764-73.9% |
| Participant deferral / active EE | $14,251 | $7,111+100.4% | $6,710+112.4% | $5,851+143.5% |
| Admin fee / account holder | $165,584 | $12,126+1265.5% | $10,265+1513.1% | $11,601+1327.4% |