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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 | $218,350 | $98,982+120.6% | $162,185+34.6% | $65,186+235.0% |
| Participation rate | 60.5% | 85.8%-25.3pp | 87.6%-27.1pp | 70.2%-9.7pp |
| Annual return | 18.45% | 24.84%-6.4pp | 115.61%-97.2pp | 29.39%-10.9pp |
| Employer contribution / active EE | $12,231 | $3,467+252.8% | $5,613+117.9% | $2,177+461.9% |
| Participant deferral / active EE | $4,715 | $5,384-12.4% | $7,297-35.4% | $3,514+34.2% |
| Admin fee / account holder | $28,475 | $596+4674.8% | $10,844+162.6% | $847+3260.9% |