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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 | $79,181+94.3% | $102,423+50.2% | $74,429+106.7% |
| Participation rate | 40.2% | 74.8%-34.6pp | 76.5%-36.3pp | 67.2%-27.0pp |
| Annual return | 10.15% | 54.97%-44.8pp | 29.42%-19.3pp | 1368.38%-1358.2pp |
| Employer contribution / active EE | $2,030 | $2,362-14.1% | $3,023-32.9% | $2,625-22.7% |
| Participant deferral / active EE | $3,937 | $4,416-10.9% | $5,054-22.1% | $4,348-9.5% |
| Admin fee / account holder | $3,644 | $2,002+82.0% | $9,455-61.5% | $1,944+87.4% |