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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 | $109,860 | $175,259-37.3% | $149,723-26.6% | $139,487-21.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 6.34% | 166.82%-160.5pp | 134.50%-128.2pp | 373.84%-367.5pp |
| Employer contribution / active EE | $9,421 | $5,478+72.0% | $4,821+95.4% | $4,755+98.1% |
| Participant deferral / active EE | $9,421 | $6,522+44.5% | $5,682+65.8% | $6,713+40.3% |
| Admin fee / account holder | $195,103 | $16,158+1107.5% | $13,215+1376.4% | $11,407+1610.3% |