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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 | $115,225+80.9% | $100,712+107.0% | $138,895+50.1% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 4.91% | 40.35%-35.4pp | 33.27%-28.4pp | 145.39%-140.5pp |
| Employer contribution / active EE | $2,578 | $2,771-7.0% | $2,313+11.5% | $4,194-38.5% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $75,961 | $10,844+600.5% | $9,256+720.6% | $12,562+504.7% |