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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 | $199,222 | $72,071+176.4% | $68,368+191.4% | $137,256+45.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 10.34% | 353.14%-342.8pp | 292.57%-282.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $2,378 | $2,788-14.7% | $2,649-10.2% | $4,156-42.8% |
| Participant deferral / active EE | $12,366 | $4,410+180.4% | $4,123+199.9% | $6,407+93.0% |
| Admin fee / account holder | $1,100 | $5,336-79.4% | $5,150-78.6% | $12,270-91.0% |