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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 | $201,683 | $199,109+1.3% | $173,730+16.1% | $154,746+30.3% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 7.92% | 20.02%-12.1pp | 19.96%-12.0pp | 172.34%-164.4pp |
| Employer contribution / active EE | $2,501 | $5,311-52.9% | $4,577-45.4% | $4,379-42.9% |
| Participant deferral / active EE | $11,866 | $7,113+66.8% | $6,326+87.6% | $6,730+76.3% |
| Admin fee / account holder | $395,538 | $20,916+1791.1% | $17,523+2157.2% | $14,365+2653.4% |