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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 | $72,071+123.7% | $68,368+135.9% | $137,256+17.5% |
| Participation rate | 68.8% | 76.2%-7.5pp | 73.8%-5.0pp | 80.0%-11.2pp |
| Annual return | 13.12% | 353.14%-340.0pp | 292.57%-279.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,172 | $2,788-22.1% | $2,649-18.0% | $4,156-47.7% |
| Participant deferral / active EE | $5,160 | $4,410+17.0% | $4,123+25.2% | $6,407-19.5% |
| Admin fee / account holder | $30,804 | $5,336+477.3% | $5,150+498.2% | $12,270+151.0% |