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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 | $218,632 | $150,412+45.4% | $120,574+81.3% | $145,884+49.9% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 7.00% | 154.50%-147.5pp | 107.42%-100.4pp | 551.85%-544.9pp |
| Employer contribution / active EE | $1,163 | $4,355-73.3% | $3,471-66.5% | $4,662-75.1% |
| Participant deferral / active EE | $2,015 | $6,175-67.4% | $4,996-59.7% | $6,690-69.9% |
| Admin fee / account holder | $996 | $12,224-91.9% | $9,445-89.5% | $13,392-92.6% |