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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 | $172,358 | $108,942+58.2% | $100,415+71.6% | $145,897+18.1% |
| Participation rate | 54.5% | 83.0%-28.4pp | 81.5%-27.0pp | 80.3%-25.8pp |
| Annual return | 8.15% | 58.27%-50.1pp | 49.47%-41.3pp | 552.29%-544.1pp |
| Employer contribution / active EE | $11,693 | $4,422+164.4% | $3,943+196.5% | $4,663+150.8% |
| Participant deferral / active EE | $8,186 | $8,461-3.2% | $8,091+1.2% | $6,689+22.4% |
| Admin fee / account holder | $6,357 | $9,702-34.5% | $7,906-19.6% | $13,390-52.5% |