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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 | $162,530 | $45,343+258.4% | $150,298+8.1% | $67,986+139.1% |
| Participation rate | 56.9% | 51.9%+5.0pp | 77.8%-20.9pp | 57.2%-0.3pp |
| Annual return | 11.13% | 33.28%-22.1pp | 62.79%-51.7pp | 31.67%-20.5pp |
| Employer contribution / active EE | $7,176 | $1,462+390.9% | $4,154+72.7% | $2,019+255.5% |
| Participant deferral / active EE | $2,332 | $2,055+13.5% | $5,453-57.2% | $3,358-30.6% |
| Admin fee / account holder | $7,940 | $2,250+252.9% | $14,116-43.8% | $3,203+147.9% |