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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 | $164,966 | $111,814+47.5% | $93,654+76.1% | $145,959+13.0% |
| Participation rate | 52.9% | 74.2%-21.3pp | 68.7%-15.8pp | 80.3%-27.3pp |
| Annual return | 6.85% | 203.30%-196.4pp | 133.34%-126.5pp | 561.95%-555.1pp |
| Employer contribution / active EE | $1,962 | $3,092-36.6% | $2,421-19.0% | $4,661-57.9% |
| Participant deferral / active EE | $3,918 | $4,914-20.3% | $4,413-11.2% | $6,689-41.4% |
| Admin fee / account holder | $56,465 | $10,246+451.1% | $8,282+581.8% | $13,398+321.5% |