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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 | $208,304 | $111,814+86.3% | $103,378+101.5% | $145,978+42.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 2.46% | 24.80%-22.3pp | 24.91%-22.5pp | 550.52%-548.1pp |
| Employer contribution / active EE | $1,577 | $4,215-62.6% | $3,870-59.2% | $4,662-66.2% |
| Participant deferral / active EE | $1,972 | $5,618-64.9% | $5,058-61.0% | $6,690-70.5% |
| Admin fee / account holder | $100,601 | $9,764+930.3% | $8,401+1097.5% | $13,400+650.7% |