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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 | $141,971 | $99,995+42.0% | $85,063+66.9% | $145,978-2.7% |
| Participation rate | 44.4% | 74.1%-29.7pp | 67.5%-23.1pp | 80.3%-35.8pp |
| Annual return | 6.28% | 83.99%-77.7pp | 66.54%-60.3pp | 550.52%-544.2pp |
| Employer contribution / active EE | $5,928 | $3,231+83.5% | $2,727+117.4% | $4,662+27.2% |
| Participant deferral / active EE | $3,825 | $5,295-27.8% | $4,523-15.4% | $6,690-42.8% |
| Admin fee / account holder | $11,756 | $7,255+62.0% | $6,155+91.0% | $13,400-12.3% |