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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 | $171,564 | $88,672+93.5% | $105,223+63.0% | $82,448+108.1% |
| Participation rate | 65.1% | 67.9%-2.8pp | 75.0%-9.9pp | 68.1%-3.0pp |
| Annual return | 12.61% | 30.86%-18.2pp | 180.65%-168.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $2,473 | $3,048-18.9% | $3,689-32.9% | $2,551-3.0% |
| Participant deferral / active EE | $5,489 | $4,036+36.0% | $5,072+8.2% | $4,139+32.6% |
| Admin fee / account holder | $41,803 | $7,146+485.0% | $8,859+371.9% | $7,234+477.8% |