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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 | $171,149 | $68,394+150.2% | $94,672+80.8% | $75,177+127.7% |
| Participation rate | 57.6% | 76.1%-18.5pp | 80.8%-23.3pp | 67.2%-9.6pp |
| Annual return | 14.38% | 616.92%-602.5pp | 156.89%-142.5pp | 160.75%-146.4pp |
| Employer contribution / active EE | $2,138 | $2,701-20.8% | $3,673-41.8% | $2,671-20.0% |
| Participant deferral / active EE | $6,723 | $6,536+2.9% | $7,417-9.4% | $4,126+62.9% |
| Admin fee / account holder | $54,942 | $5,326+931.6% | $7,222+660.8% | $5,651+872.2% |