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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 | $188,238 | $101,063+86.3% | $81,473+131.0% | $147,586+27.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 3.89% | 32.41%-28.5pp | 38.78%-34.9pp | 578.59%-574.7pp |
| Employer contribution / active EE | $3,333 | $3,206+4.0% | $2,568+29.8% | $4,876-31.6% |
| Participant deferral / active EE | $3,333 | $4,242-21.4% | $3,537-5.8% | $5,439-38.7% |
| Admin fee / account holder | $1,218 | $5,812-79.0% | $4,561-73.3% | $10,886-88.8% |