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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 | $215,665 | $101,618+112.2% | $93,063+131.7% | $137,256+57.1% |
| Participation rate | 52.9% | 74.9%-22.0pp | 72.1%-19.2pp | 80.0%-27.0pp |
| Annual return | 9.06% | 223.95%-214.9pp | 34.15%-25.1pp | 220.34%-211.3pp |
| Employer contribution / active EE | $1,802 | $2,707-33.4% | $2,476-27.2% | $4,156-56.6% |
| Participant deferral / active EE | $4,227 | $4,279-1.2% | $3,958+6.8% | $6,407-34.0% |
| Admin fee / account holder | $29,335 | $6,198+373.3% | $6,033+386.2% | $12,270+139.1% |