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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 | $156,475 | $101,063+54.8% | $81,473+92.1% | $147,586+6.0% |
| Participation rate | 29.4% | 74.5%-45.0pp | 68.0%-38.5pp | 82.8%-53.4pp |
| Annual return | 8.03% | 32.41%-24.4pp | 38.78%-30.8pp | 578.59%-570.6pp |
| Employer contribution / active EE | $2,115 | $3,206-34.0% | $2,568-17.6% | $4,876-56.6% |
| Participant deferral / active EE | $3,688 | $4,242-13.1% | $3,537+4.3% | $5,439-32.2% |
| Admin fee / account holder | $2,185 | $5,812-62.4% | $4,561-52.1% | $10,886-79.9% |