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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 | $211,124 | $172,111+22.7% | $150,298+40.5% | $137,256+53.8% |
| Participation rate | 63.6% | 81.7%-18.1pp | 77.8%-14.1pp | 80.0%-16.3pp |
| Annual return | 8.24% | 69.37%-61.1pp | 62.79%-54.5pp | 220.34%-212.1pp |
| Employer contribution / active EE | $1,029 | $4,636-77.8% | $4,154-75.2% | $4,156-75.3% |
| Participant deferral / active EE | $2,181 | $6,166-64.6% | $5,453-60.0% | $6,407-66.0% |
| Admin fee / account holder | $139,286 | $16,471+745.6% | $14,116+886.7% | $12,270+1035.2% |