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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 | $162,618 | $88,754+83.2% | $81,820+98.8% | $145,877+11.5% |
| Participation rate | 47.1% | 75.1%-28.0pp | 72.4%-25.3pp | 80.3%-33.2pp |
| Annual return | 7.96% | 1031.77%-1023.8pp | 777.93%-770.0pp | 551.28%-543.3pp |
| Employer contribution / active EE | $1,116 | $3,085-63.8% | $2,915-61.7% | $4,663-76.1% |
| Participant deferral / active EE | $1,243 | $4,648-73.3% | $4,323-71.2% | $6,691-81.4% |
| Admin fee / account holder | $74,111 | $8,424+779.8% | $7,391+902.8% | $13,402+453.0% |