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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 | $180,284 | $85,171+111.7% | $172,753+4.4% | $72,976+147.0% |
| Participation rate | 65.6% | 70.1%-4.4pp | 82.6%-17.0pp | 69.5%-3.9pp |
| Annual return | 3.03% | 27.32%-24.3pp | 803.00%-800.0pp | 81.02%-78.0pp |
| Employer contribution / active EE | $4,598 | $3,324+38.3% | $5,144-10.6% | $2,440+88.4% |
| Participant deferral / active EE | $11,764 | $3,260+260.8% | $5,198+126.3% | $3,608+226.1% |
| Admin fee / account holder | $16,664 | $5,880+183.4% | $13,956+19.4% | $5,124+225.2% |