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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 | $213,108 | $162,136+31.4% | $152,301+39.9% | $154,746+37.7% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 10.52% | 91.02%-80.5pp | 80.50%-70.0pp | 172.34%-161.8pp |
| Employer contribution / active EE | $2,558 | $4,890-47.7% | $4,624-44.7% | $4,379-41.6% |
| Participant deferral / active EE | $6,490 | $8,341-22.2% | $8,004-18.9% | $6,730-3.6% |
| Admin fee / account holder | $115,506 | $15,759+632.9% | $14,398+702.2% | $14,365+704.1% |