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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 | $193,191 | $148,629+30.0% | $135,982+42.1% | $139,487+38.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 10.54% | 79.33%-68.8pp | 68.32%-57.8pp | 373.84%-363.3pp |
| Employer contribution / active EE | $2,177 | $5,247-58.5% | $4,859-55.2% | $4,755-54.2% |
| Participant deferral / active EE | $7,854 | $8,102-3.1% | $7,760+1.2% | $6,713+17.0% |
| Admin fee / account holder | $140,931 | $12,406+1035.9% | $10,767+1208.9% | $11,407+1135.4% |