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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 | $151,536 | $93,598+61.9% | $135,974+11.4% | $75,173+101.6% |
| Participation rate | 62.5% | 75.2%-12.7pp | 81.9%-19.4pp | 67.2%-4.7pp |
| Annual return | 9.98% | 30.89%-20.9pp | 68.30%-58.3pp | 160.72%-150.7pp |
| Employer contribution / active EE | $2,172 | $3,538-38.6% | $4,859-55.3% | $2,671-18.7% |
| Participant deferral / active EE | $4,887 | $6,405-23.7% | $7,760-37.0% | $4,126+18.4% |
| Admin fee / account holder | $72,018 | $6,978+932.1% | $10,767+568.9% | $5,651+1174.5% |