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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 | $150,877 | $86,288+74.9% | $111,306+35.6% | $85,851+75.7% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.7pp | 69.3%-2.7pp |
| Annual return | 9.34% | 19.99%-10.6pp | 54.67%-45.3pp | 318.63%-309.3pp |
| Employer contribution / active EE | $1,873 | $2,044-8.3% | $2,732-31.4% | $2,565-27.0% |
| Participant deferral / active EE | $4,592 | $3,641+26.1% | $4,488+2.3% | $3,952+16.2% |
| Admin fee / account holder | $21,405 | $8,189+161.4% | $7,966+168.7% | $6,261+241.9% |