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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 | $145,872 | $108,922+33.9% | $100,398+45.3% | $145,978-0.1% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 1.59% | 58.04%-56.4pp | 49.32%-47.7pp | 550.52%-548.9pp |
| Employer contribution / active EE | $15,333 | $4,426+246.5% | $3,946+288.6% | $4,662+228.9% |
| Participant deferral / active EE | $10,167 | $8,450+20.3% | $8,084+25.8% | $6,690+52.0% |
| Admin fee / account holder | $260,737 | $9,680+2593.4% | $7,893+3203.3% | $13,400+1845.8% |