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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 | $153,838 | $79,223+94.2% | $102,460+50.1% | $74,478+106.6% |
| Participation rate | 40.2% | 74.8%-34.6pp | 76.5%-36.3pp | 67.2%-27.0pp |
| Annual return | 10.15% | 54.98%-44.8pp | 29.47%-19.3pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $2,030 | $2,363-14.1% | $3,025-32.9% | $2,626-22.7% |
| Participant deferral / active EE | $3,937 | $4,417-10.9% | $5,056-22.1% | $4,350-9.5% |
| Admin fee / account holder | $3,644 | $2,003+81.9% | $9,460-61.5% | $1,946+87.3% |