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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 | $70,366+164.8% | $66,674+179.4% | $138,895+34.1% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.7%-48.7pp | 79.9%-54.9pp |
| Annual return | 10.82% | 386.41%-375.6pp | 321.24%-310.4pp | 145.39%-134.6pp |
| Employer contribution / active EE | $3,500 | $2,765+26.6% | $2,620+33.6% | $4,194-16.6% |
| Participant deferral / active EE | $5,875 | $4,374+34.3% | $4,084+43.9% | $6,396-8.1% |
| Admin fee / account holder | $2,869 | $5,262-45.5% | $5,098-43.7% | $12,562-77.2% |