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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 | $73,107+118.6% | $114,563+39.5% | $87,485+82.7% |
| Participation rate | 51.7% | 65.8%-14.1pp | 72.9%-21.2pp | 68.9%-17.2pp |
| Annual return | 11.20% | 19.47%-8.3pp | 241.09%-229.9pp | 26.06%-14.9pp |
| Employer contribution / active EE | $3,103 | $1,881+65.0% | $2,592+19.7% | $2,596+19.5% |
| Participant deferral / active EE | $1,360 | $3,144-56.7% | $4,142-67.2% | $4,274-68.2% |
| Admin fee / account holder | $20,707 | $5,770+258.9% | $7,623+171.6% | $7,775+166.3% |