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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 | $152,529 | $65,434+133.1% | $98,483+54.9% | $85,847+77.7% |
| Participation rate | 58.8% | 65.0%-6.2pp | 73.3%-14.5pp | 69.3%-10.5pp |
| Annual return | 11.39% | 21.75%-10.4pp | 1494.38%-1483.0pp | 318.61%-307.2pp |
| Employer contribution / active EE | $2,845 | $2,169+31.2% | $2,961-3.9% | $2,565+10.9% |
| Participant deferral / active EE | $1,364 | $3,168-56.9% | $4,276-68.1% | $3,952-65.5% |
| Admin fee / account holder | $13,283 | $4,595+189.1% | $5,953+123.1% | $6,261+112.2% |