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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 | $88,815+83.1% | $81,882+98.6% | $145,897+11.5% |
| Participation rate | 47.1% | 75.1%-28.0pp | 72.4%-25.3pp | 80.3%-33.2pp |
| Annual return | 7.96% | 1033.75%-1025.8pp | 779.47%-771.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $1,116 | $3,086-63.8% | $2,916-61.7% | $4,663-76.1% |
| Participant deferral / active EE | $1,243 | $4,647-73.3% | $4,323-71.2% | $6,689-81.4% |
| Admin fee / account holder | $74,111 | $8,434+778.7% | $7,360+907.0% | $13,390+453.5% |