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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 | $227,758 | $49,976+355.7% | $66,674+241.6% | $82,637+175.6% |
| Participation rate | 57.5% | 63.1%-5.6pp | 73.7%-16.2pp | 68.1%-10.6pp |
| Annual return | 12.54% | 39.09%-26.6pp | 321.24%-308.7pp | 53.51%-41.0pp |
| Employer contribution / active EE | $1,883 | $1,988-5.3% | $2,620-28.1% | $2,552-26.2% |
| Participant deferral / active EE | $2,895 | $2,847+1.7% | $4,084-29.1% | $4,126-29.8% |
| Admin fee / account holder | $57,573 | $4,594+1153.4% | $5,098+1029.3% | $7,339+684.5% |