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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 | $155,849 | $86,288+80.6% | $111,306+40.0% | $85,851+81.5% |
| Participation rate | 58.8% | 73.3%-14.5pp | 77.3%-18.5pp | 69.3%-10.5pp |
| Annual return | -4.00% | 19.99%-24.0pp | 54.67%-58.7pp | 318.63%-322.6pp |
| Employer contribution / active EE | $4,801 | $2,044+134.9% | $2,732+75.7% | $2,565+87.1% |
| Participant deferral / active EE | $6,487 | $3,641+78.2% | $4,488+44.6% | $3,952+64.1% |
| Admin fee / account holder | $13,078 | $8,189+59.7% | $7,966+64.2% | $6,261+108.9% |