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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 | $201,690 | $70,666+185.4% | $169,385+19.1% | $75,181+168.3% |
| Participation rate | 50.0% | 64.8%-14.8pp | 77.2%-27.2pp | 67.2%-17.2pp |
| Annual return | 11.76% | 36.37%-24.6pp | 405.82%-394.1pp | 160.69%-148.9pp |
| Employer contribution / active EE | $2,134 | $2,210-3.4% | $4,012-46.8% | $2,671-20.1% |
| Participant deferral / active EE | $5,841 | $4,308+35.6% | $6,221-6.1% | $4,126+41.6% |
| Admin fee / account holder | $29,969 | $5,402+454.7% | $9,011+232.6% | $5,650+430.4% |