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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 | $159,372 | $111,535+42.9% | $105,223+51.5% | $137,256+16.1% |
| Participation rate | 36.4% | 78.1%-41.7pp | 75.0%-38.7pp | 80.0%-43.6pp |
| Annual return | 10.60% | 237.85%-227.3pp | 180.65%-170.0pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,237 | $3,939-68.6% | $3,689-66.5% | $4,156-70.2% |
| Participant deferral / active EE | $2,410 | $5,500-56.2% | $5,072-52.5% | $6,407-62.4% |
| Admin fee / account holder | $33,349 | $9,721+243.0% | $8,859+276.4% | $12,270+171.8% |