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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 | $237,043 | $118,496+100.0% | $98,461+140.7% | $139,466+70.0% |
| Participation rate | 54.5% | 77.5%-22.9pp | 75.2%-20.6pp | 80.3%-25.8pp |
| Annual return | 7.61% | 18.96%-11.4pp | 21.17%-13.6pp | 373.66%-366.1pp |
| Employer contribution / active EE | $1,867 | $3,611-48.3% | $3,049-38.8% | $4,754-60.7% |
| Participant deferral / active EE | $6,069 | $5,393+12.5% | $4,738+28.1% | $6,712-9.6% |
| Admin fee / account holder | $48,266 | $14,056+243.4% | $8,961+438.6% | $11,409+323.1% |