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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 | $204,359 | $112,112+82.3% | $95,956+113.0% | $158,950+28.6% |
| Participation rate | 55.6% | 79.0%-23.4pp | 77.1%-21.5pp | 82.0%-26.4pp |
| Annual return | 5.74% | 171.15%-165.4pp | 91.63%-85.9pp | 302.91%-297.2pp |
| Employer contribution / active EE | $4,132 | $3,199+29.2% | $2,541+62.6% | $4,762-13.2% |
| Participant deferral / active EE | $7,852 | $4,784+64.1% | $4,167+88.4% | $5,983+31.2% |
| Admin fee / account holder | $1,374 | $10,134-86.4% | $6,797-79.8% | $11,248-87.8% |