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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 | $208,478 | $112,729+84.9% | $98,716+111.2% | $137,256+51.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 4.91% | 38.48%-33.6pp | 31.81%-26.9pp | 220.34%-215.4pp |
| Employer contribution / active EE | $2,578 | $2,725-5.4% | $2,279+13.1% | $4,156-38.0% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $75,961 | $10,129+650.0% | $8,703+772.8% | $12,270+519.1% |