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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 | $149,251 | $209,336-28.7% | $197,124-24.3% | $137,256+8.7% |
| Participation rate | 57.1% | 87.3%-30.2pp | 86.7%-29.6pp | 80.0%-22.8pp |
| Annual return | 10.74% | 48.09%-37.3pp | 44.34%-33.6pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,546 | $6,591-76.5% | $6,227-75.2% | $4,156-62.8% |
| Participant deferral / active EE | $5,330 | $9,614-44.6% | $9,135-41.6% | $6,407-16.8% |
| Admin fee / account holder | $62,987 | $17,308+263.9% | $16,298+286.5% | $12,270+413.3% |