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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 | $190,490 | $90,400+110.7% | $186,193+2.3% | $87,485+117.7% |
| Participation rate | 63.6% | 66.2%-2.6pp | 77.1%-13.5pp | 68.9%-5.3pp |
| Annual return | 12.30% | 22.15%-9.9pp | 78.03%-65.7pp | 26.06%-13.8pp |
| Employer contribution / active EE | $1,867 | $2,170-14.0% | $3,918-52.4% | $2,596-28.1% |
| Participant deferral / active EE | $7,242 | $4,330+67.3% | $6,513+11.2% | $4,274+69.5% |
| Admin fee / account holder | $30,928 | $8,673+256.6% | $11,058+179.7% | $7,775+297.8% |