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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 | $181,698 | $101,618+78.8% | $93,063+95.2% | $137,256+32.4% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 10.35% | 223.95%-213.6pp | 34.15%-23.8pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,448 | $2,707-46.5% | $2,476-41.5% | $4,156-65.2% |
| Participant deferral / active EE | $4,075 | $4,279-4.8% | $3,958+3.0% | $6,407-36.4% |
| Admin fee / account holder | $93,535 | $6,198+1409.0% | $6,033+1450.3% | $12,270+662.3% |