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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 | $54,558+162.1% | $76,051+88.0% | $74,400+92.2% |
| Participation rate | 54.8% | 60.3%-5.5pp | 69.1%-14.2pp | 67.2%-12.4pp |
| Annual return | 10.18% | 31.83%-21.7pp | 360.42%-350.2pp | 1367.51%-1357.3pp |
| Employer contribution / active EE | $2,767 | $1,778+55.6% | $2,690+2.9% | $2,624+5.4% |
| Participant deferral / active EE | $4,644 | $3,065+51.5% | $4,257+9.1% | $4,348+6.8% |
| Admin fee / account holder | $14,297 | $2,232+540.6% | $6,416+122.8% | $1,944+635.6% |