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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 | $190,179 | $166,089+14.5% | $164,928+15.3% | $145,978+30.3% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 6.37% | 100.26%-93.9pp | 70.08%-63.7pp | 550.52%-544.2pp |
| Employer contribution / active EE | $1,830 | $5,276-65.3% | $4,343-57.9% | $4,662-60.7% |
| Participant deferral / active EE | $8,822 | $6,961+26.7% | $6,034+46.2% | $6,690+31.9% |
| Admin fee / account holder | $151,975 | $16,641+813.3% | $12,684+1098.1% | $13,400+1034.1% |