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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 | $170,792 | $56,063+204.6% | $76,051+124.6% | $80,911+111.1% |
| Participation rate | 51.8% | 62.0%-10.3pp | 69.1%-17.3pp | 67.6%-15.9pp |
| Annual return | 9.97% | 20.54%-10.6pp | 360.42%-350.5pp | 35.63%-25.7pp |
| Employer contribution / active EE | $4,286 | $1,874+128.7% | $2,690+59.3% | $2,756+55.5% |
| Participant deferral / active EE | $1,875 | $3,052-38.6% | $4,257-56.0% | $4,297-56.4% |
| Admin fee / account holder | $28,536 | $5,240+444.6% | $6,416+344.7% | $6,935+311.5% |