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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 | $201,393 | $106,247+89.6% | $96,515+108.7% | $139,466+44.4% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 9.82% | 38.47%-28.6pp | 35.73%-25.9pp | 373.66%-363.8pp |
| Employer contribution / active EE | $2,778 | $4,106-32.3% | $3,740-25.7% | $4,754-41.6% |
| Participant deferral / active EE | $6,648 | $5,456+21.9% | $4,880+36.2% | $6,712-0.9% |
| Admin fee / account holder | $8,508 | $7,885+7.9% | $6,735+26.3% | $11,409-25.4% |