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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 | $207,038 | $114,119+81.4% | $107,187+93.2% | $138,895+49.1% |
| Participation rate | 58.8% | 78.1%-19.3pp | 75.0%-16.2pp | 79.9%-21.1pp |
| Annual return | 6.32% | 273.21%-266.9pp | 204.55%-198.2pp | 145.39%-139.1pp |
| Employer contribution / active EE | $2,625 | $4,059-35.3% | $3,782-30.6% | $4,194-37.4% |
| Participant deferral / active EE | $4,535 | $5,538-18.1% | $5,096-11.0% | $6,396-29.1% |
| Admin fee / account holder | $2,049 | $10,024-79.6% | $9,162-77.6% | $12,562-83.7% |