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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 | $188,545 | $156,398+20.6% | $147,318+28.0% | $138,895+35.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 7.45% | 78.75%-71.3pp | 70.43%-63.0pp | 145.39%-137.9pp |
| Employer contribution / active EE | $2,080 | $4,853-57.1% | $4,593-54.7% | $4,194-50.4% |
| Participant deferral / active EE | $15,496 | $8,237+88.1% | $7,906+96.0% | $6,396+142.3% |
| Admin fee / account holder | $207,814 | $14,976+1287.7% | $13,708+1416.0% | $12,562+1554.3% |