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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 | $167,682 | $63,354+164.7% | $94,105+78.2% | $82,637+102.9% |
| Participation rate | 61.2% | 63.8%-2.6pp | 71.9%-10.7pp | 68.1%-6.9pp |
| Annual return | 10.46% | 34.36%-23.9pp | 204.55%-194.1pp | 53.51%-43.0pp |
| Employer contribution / active EE | $1,128 | $1,760-35.9% | $2,504-54.9% | $2,552-55.8% |
| Participant deferral / active EE | $3,768 | $2,873+31.1% | $3,881-2.9% | $4,126-8.7% |
| Admin fee / account holder | $26,295 | $5,073+418.3% | $6,199+324.2% | $7,339+258.3% |