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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 | $159,831 | $63,703+150.9% | $93,063+71.7% | $82,448+93.9% |
| Participation rate | 51.7% | 63.8%-12.1pp | 72.1%-20.4pp | 68.1%-16.3pp |
| Annual return | 11.20% | -775.43%+786.6pp | 34.15%-23.0pp | 41.64%-30.4pp |
| Employer contribution / active EE | $3,103 | $1,729+79.5% | $2,476+25.3% | $2,551+21.7% |
| Participant deferral / active EE | $1,360 | $2,919-53.4% | $3,958-65.6% | $4,139-67.1% |
| Admin fee / account holder | $20,707 | $5,982+246.1% | $6,033+243.2% | $7,234+186.2% |