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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 | $88,672+98.5% | $105,223+67.2% | $82,448+113.4% |
| Participation rate | 53.8% | 67.9%-14.1pp | 75.0%-21.2pp | 68.1%-14.2pp |
| Annual return | 11.19% | 30.86%-19.7pp | 180.65%-169.5pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,497 | $3,048-50.9% | $3,689-59.4% | $2,551-41.3% |
| Participant deferral / active EE | $2,680 | $4,036-33.6% | $5,072-47.2% | $4,139-35.3% |
| Admin fee / account holder | $23,397 | $7,146+227.4% | $8,859+164.1% | $7,234+223.4% |