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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 | $180,512 | $111,535+61.8% | $105,223+71.6% | $137,256+31.5% |
| Participation rate | 58.8% | 78.1%-19.3pp | 75.0%-16.2pp | 80.0%-21.1pp |
| Annual return | 9.73% | 237.85%-228.1pp | 180.65%-170.9pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,459 | $3,939-63.0% | $3,689-60.5% | $4,156-64.9% |
| Participant deferral / active EE | $5,064 | $5,500-7.9% | $5,072-0.2% | $6,407-21.0% |
| Admin fee / account holder | $43,774 | $9,721+350.3% | $8,859+394.1% | $12,270+256.7% |