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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 | $63,354+152.3% | $94,105+69.8% | $82,637+93.4% |
| Participation rate | 51.7% | 63.8%-12.1pp | 71.9%-20.2pp | 68.1%-16.3pp |
| Annual return | 11.20% | 34.36%-23.2pp | 204.55%-193.4pp | 53.51%-42.3pp |
| Employer contribution / active EE | $3,103 | $1,760+76.4% | $2,504+23.9% | $2,552+21.6% |
| Participant deferral / active EE | $1,360 | $2,873-52.7% | $3,881-65.0% | $4,126-67.0% |
| Admin fee / account holder | $20,707 | $5,073+308.2% | $6,199+234.0% | $7,339+182.2% |