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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 | $164,004 | $88,702+84.9% | $81,780+100.5% | $145,978+12.3% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 7.44% | 1029.12%-1021.7pp | 776.27%-768.8pp | 550.52%-543.1pp |
| Employer contribution / active EE | $1,310 | $3,084-57.5% | $2,914-55.0% | $4,662-71.9% |
| Participant deferral / active EE | $1,004 | $4,645-78.4% | $4,321-76.8% | $6,690-85.0% |
| Admin fee / account holder | $80,429 | $8,414+855.8% | $7,384+989.3% | $13,400+500.2% |