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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 | $163,356 | $93,373+74.9% | $152,473+7.1% | $85,851+90.3% |
| Participation rate | 47.1% | 70.1%-23.0pp | 78.2%-31.1pp | 69.3%-22.3pp |
| Annual return | 10.42% | 21.84%-11.4pp | 757.59%-747.2pp | 318.63%-308.2pp |
| Employer contribution / active EE | $2,055 | $2,996-31.4% | $4,326-52.5% | $2,565-19.9% |
| Participant deferral / active EE | $3,610 | $4,550-20.7% | $5,817-37.9% | $3,952-8.7% |
| Admin fee / account holder | $26,173 | $13,853+88.9% | $15,811+65.5% | $6,261+318.0% |