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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 | $186,316 | $72,071+158.5% | $68,368+172.5% | $137,256+35.7% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.0%-55.0pp |
| Annual return | 10.82% | 353.14%-342.3pp | 292.57%-281.8pp | 220.34%-209.5pp |
| Employer contribution / active EE | $3,500 | $2,788+25.5% | $2,649+32.1% | $4,156-15.8% |
| Participant deferral / active EE | $5,875 | $4,410+33.2% | $4,123+42.5% | $6,407-8.3% |
| Admin fee / account holder | $2,869 | $5,336-46.2% | $5,150-44.3% | $12,270-76.6% |