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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 | $162,004 | $53,128+204.9% | $86,582+87.1% | $70,126+131.0% |
| Participation rate | 65.5% | 65.3%+0.2pp | 73.5%-8.0pp | 69.5%-4.0pp |
| Annual return | 10.07% | 27.66%-17.6pp | 965.08%-955.0pp | 73.15%-63.1pp |
| Employer contribution / active EE | $4,980 | $2,068+140.8% | $2,839+75.4% | $2,343+112.6% |
| Participant deferral / active EE | $9,002 | $2,695+234.0% | $3,609+149.5% | $3,332+170.2% |
| Admin fee / account holder | $20,610 | $3,584+475.1% | $4,904+320.3% | $4,645+343.7% |