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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 | $150,436 | $152,619-1.4% | $125,195+20.2% | $152,909-1.6% |
| Participation rate | 45.5% | 83.3%-37.9pp | 79.8%-34.3pp | 82.5%-37.0pp |
| Annual return | 9.58% | 54.85%-45.3pp | 43.79%-34.2pp | 345.46%-335.9pp |
| Employer contribution / active EE | $1,883 | $4,947-61.9% | $3,866-51.3% | $4,764-60.5% |
| Participant deferral / active EE | $3,494 | $5,869-40.5% | $4,937-29.2% | $5,851-40.3% |
| Admin fee / account holder | $70,334 | $13,437+423.4% | $9,704+624.8% | $11,601+506.3% |