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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 | $236,851 | $176,838+33.9% | $146,685+61.5% | $167,518+41.4% |
| Participation rate | 58.8% | 83.6%-24.8pp | 80.1%-21.2pp | 82.1%-23.3pp |
| Annual return | 8.78% | 24.04%-15.3pp | 22.75%-14.0pp | 478.71%-469.9pp |
| Employer contribution / active EE | $2,264 | $5,161-56.1% | $4,137-45.3% | $4,838-53.2% |
| Participant deferral / active EE | $4,555 | $6,441-29.3% | $5,507-17.3% | $6,342-28.2% |
| Admin fee / account holder | $18,303 | $13,262+38.0% | $10,281+78.0% | $12,312+48.7% |