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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 | $153,731 | $64,324+139.0% | $118,914+29.3% | $79,856+92.5% |
| Participation rate | 40.8% | 64.9%-24.0pp | 75.4%-34.6pp | 69.6%-28.8pp |
| Annual return | 9.85% | 86.45%-76.6pp | 35.89%-26.0pp | 31.71%-21.9pp |
| Employer contribution / active EE | $1,166 | $1,836-36.5% | $3,264-64.3% | $2,471-52.8% |
| Participant deferral / active EE | $2,513 | $2,824-11.0% | $4,266-41.1% | $3,741-32.8% |
| Admin fee / account holder | $98,688 | $4,040+2342.8% | $6,582+1399.3% | $5,306+1759.8% |