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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 | $161,255 | $70,366+129.2% | $66,674+141.9% | $138,895+16.1% |
| Participation rate | 68.8% | 76.2%-7.4pp | 73.7%-4.9pp | 79.9%-11.2pp |
| Annual return | 13.12% | 386.41%-373.3pp | 321.24%-308.1pp | 145.39%-132.3pp |
| Employer contribution / active EE | $2,172 | $2,765-21.5% | $2,620-17.1% | $4,194-48.2% |
| Participant deferral / active EE | $5,160 | $4,374+18.0% | $4,084+26.3% | $6,396-19.3% |
| Admin fee / account holder | $30,804 | $5,262+485.4% | $5,098+504.2% | $12,562+145.2% |