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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 | $175,976 | $93,345+88.5% | $119,126+47.7% | $87,485+101.2% |
| Participation rate | 53.8% | 68.7%-14.9pp | 75.8%-21.9pp | 68.9%-15.1pp |
| Annual return | 11.19% | 19.08%-7.9pp | 282.11%-270.9pp | 26.06%-14.9pp |
| Employer contribution / active EE | $1,497 | $3,172-52.8% | $4,034-62.9% | $2,596-42.3% |
| Participant deferral / active EE | $2,680 | $4,099-34.6% | $5,318-49.6% | $4,274-37.3% |
| Admin fee / account holder | $23,397 | $8,039+191.1% | $10,693+118.8% | $7,775+200.9% |