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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 | $168,854 | $102,385+64.9% | $147,080+14.8% | $80,935+108.6% |
| Participation rate | 67.5% | 75.9%-8.4pp | 82.2%-14.7pp | 67.7%-0.2pp |
| Annual return | 9.02% | 135.09%-126.1pp | 420.17%-411.1pp | 35.66%-26.6pp |
| Employer contribution / active EE | $3,750 | $3,717+0.9% | $4,933-24.0% | $2,757+36.0% |
| Participant deferral / active EE | $7,113 | $6,651+6.9% | $8,066-11.8% | $4,299+65.4% |
| Admin fee / account holder | $4,268 | $7,951-46.3% | $12,989-67.1% | $6,924-38.4% |