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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 | $160,524 | $81,208+97.7% | $98,920+62.3% | $79,856+101.0% |
| Participation rate | 59.3% | 72.5%-13.2pp | 76.0%-16.7pp | 69.6%-10.3pp |
| Annual return | 8.27% | 60.99%-52.7pp | 196.47%-188.2pp | 31.71%-23.4pp |
| Employer contribution / active EE | $761 | $1,960-61.2% | $2,689-71.7% | $2,471-69.2% |
| Participant deferral / active EE | $2,619 | $3,265-19.8% | $4,245-38.3% | $3,741-30.0% |
| Admin fee / account holder | $8,393 | $6,013+39.6% | $6,643+26.3% | $5,306+58.2% |