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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 | $169,228 | $58,241+190.6% | $81,780+106.9% | $80,911+109.2% |
| Participation rate | 41.7% | 63.4%-21.8pp | 72.4%-30.7pp | 67.6%-26.0pp |
| Annual return | 10.48% | 41.73%-31.2pp | 776.27%-765.8pp | 35.63%-25.1pp |
| Employer contribution / active EE | $3,050 | $2,343+30.2% | $2,914+4.7% | $2,756+10.7% |
| Participant deferral / active EE | $5,725 | $3,283+74.4% | $4,321+32.5% | $4,297+33.2% |
| Admin fee / account holder | $7,697 | $4,973+54.8% | $7,384+4.2% | $6,935+11.0% |