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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 | $147,450 | $73,978+99.3% | $96,515+52.8% | $75,173+96.1% |
| Participation rate | 50.0% | 66.4%-16.4pp | 74.3%-24.3pp | 67.2%-17.2pp |
| Annual return | 12.94% | 26.72%-13.8pp | 35.73%-22.8pp | 160.72%-147.8pp |
| Employer contribution / active EE | $1,825 | $2,931-37.7% | $3,740-51.2% | $2,671-31.7% |
| Participant deferral / active EE | $3,813 | $3,660+4.2% | $4,880-21.9% | $4,126-7.6% |
| Admin fee / account holder | $66,646 | $5,219+1177.1% | $6,735+889.5% | $5,651+1079.5% |