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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 | $126,661+66.1% | $113,397+85.5% | $138,895+51.5% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.5%-36.5pp | 79.9%-39.9pp |
| Annual return | 7.78% | 25.05%-17.3pp | 23.20%-15.4pp | 145.39%-137.6pp |
| Employer contribution / active EE | $1,532 | $3,456-55.7% | $2,977-48.5% | $4,194-63.5% |
| Participant deferral / active EE | $5,857 | $5,693+2.9% | $5,076+15.4% | $6,396-8.4% |
| Admin fee / account holder | $102,413 | $14,549+603.9% | $11,957+756.5% | $12,562+715.2% |