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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 | $142,986 | $54,690+161.4% | $76,030+88.1% | $74,478+92.0% |
| Participation rate | 54.8% | 60.3%-5.5pp | 69.1%-14.2pp | 67.2%-12.4pp |
| Annual return | 10.18% | 31.92%-21.7pp | 361.54%-351.4pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $2,767 | $1,781+55.3% | $2,688+2.9% | $2,626+5.4% |
| Participant deferral / active EE | $4,644 | $3,070+51.3% | $4,257+9.1% | $4,350+6.8% |
| Admin fee / account holder | $14,297 | $2,240+538.4% | $6,421+122.7% | $1,946+634.8% |