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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 | $210,375 | $124,425+69.1% | $112,040+87.8% | $137,256+53.3% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.5%-36.5pp | 80.0%-40.0pp |
| Annual return | 7.78% | 24.72%-16.9pp | 24.52%-16.7pp | 220.34%-212.6pp |
| Employer contribution / active EE | $1,532 | $3,411-55.1% | $2,954-48.1% | $4,156-63.1% |
| Participant deferral / active EE | $5,857 | $5,718+2.4% | $5,098+14.9% | $6,407-8.6% |
| Admin fee / account holder | $102,413 | $15,207+573.5% | $12,098+746.5% | $12,270+734.6% |