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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 | $165,567 | $78,690+110.4% | $161,489+2.5% | $87,485+89.3% |
| Participation rate | 64.1% | 67.5%-3.4pp | 78.7%-14.6pp | 68.9%-4.8pp |
| Annual return | 10.58% | 32.74%-22.2pp | 89.72%-79.1pp | 26.06%-15.5pp |
| Employer contribution / active EE | $2,437 | $2,588-5.8% | $4,268-42.9% | $2,596-6.1% |
| Participant deferral / active EE | $5,451 | $3,311+64.7% | $5,630-3.2% | $4,274+27.6% |
| Admin fee / account holder | $72,845 | $6,724+983.4% | $16,006+355.1% | $7,775+836.9% |