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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 | $197,048 | $227,291-13.3% | $214,702-8.2% | $155,188+27.0% |
| Participation rate | 50.0% | 88.0%-38.0pp | 87.5%-37.5pp | 80.8%-30.8pp |
| Annual return | 8.75% | 60.08%-51.3pp | 54.55%-45.8pp | 148.84%-140.1pp |
| Employer contribution / active EE | $10,000 | $6,772+47.7% | $6,461+54.8% | $4,248+135.4% |
| Participant deferral / active EE | $16,419 | $9,582+71.4% | $9,147+79.5% | $6,531+151.4% |
| Admin fee / account holder | $154,256 | $20,413+655.7% | $19,830+677.9% | $14,480+965.3% |