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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 | $163,152 | $117,895+38.4% | $102,460+59.2% | $145,897+11.8% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 8.59% | 31.92%-23.3pp | 29.47%-20.9pp | 552.29%-543.7pp |
| Employer contribution / active EE | $1,536 | $3,619-57.6% | $3,025-49.2% | $4,663-67.1% |
| Participant deferral / active EE | $4,558 | $5,736-20.5% | $5,056-9.9% | $6,689-31.9% |
| Admin fee / account holder | $28,554 | $13,353+113.8% | $9,460+201.8% | $13,390+113.2% |