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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 | $152,587-1.4% | $125,175+20.2% | $152,870-1.6% |
| Participation rate | 45.5% | 83.3%-37.9pp | 79.8%-34.3pp | 82.4%-37.0pp |
| Annual return | 9.58% | 54.84%-45.3pp | 43.79%-34.2pp | 345.34%-335.8pp |
| Employer contribution / active EE | $1,883 | $4,946-61.9% | $3,865-51.3% | $4,763-60.5% |
| Participant deferral / active EE | $3,494 | $5,868-40.5% | $4,937-29.2% | $5,850-40.3% |
| Admin fee / account holder | $70,334 | $13,434+423.5% | $9,702+624.9% | $11,597+506.5% |