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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 | $111,878+47.5% | $93,727+76.0% | $145,897+13.1% |
| Participation rate | 52.9% | 74.2%-21.3pp | 68.7%-15.8pp | 80.3%-27.4pp |
| Annual return | 6.85% | 204.28%-197.4pp | 133.83%-127.0pp | 552.29%-545.4pp |
| Employer contribution / active EE | $1,962 | $3,092-36.6% | $2,421-19.0% | $4,663-57.9% |
| Participant deferral / active EE | $3,918 | $4,920-20.4% | $4,417-11.3% | $6,689-41.4% |
| Admin fee / account holder | $56,465 | $10,256+450.5% | $8,292+581.0% | $13,390+321.7% |