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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 | $152,014 | $107,363+41.6% | $92,909+63.6% | $152,897-0.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 7.23% | 145.63%-138.4pp | 109.44%-102.2pp | 345.43%-338.2pp |
| Employer contribution / active EE | $2,380 | $4,222-43.6% | $3,653-34.9% | $4,764-50.0% |
| Participant deferral / active EE | $26,500 | $4,848+446.6% | $4,238+525.3% | $5,851+352.9% |
| Admin fee / account holder | $19,338 | $7,082+173.1% | $5,795+233.7% | $11,599+66.7% |