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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 | $183,142 | $122,063+50.0% | $184,256-0.6% | $74,478+145.9% |
| Participation rate | 41.7% | 85.5%-43.7pp | 86.8%-45.1pp | 67.2%-25.5pp |
| Annual return | 11.91% | 19.92%-8.0pp | 28.85%-16.9pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $2,116 | $4,539-53.4% | $6,427-67.1% | $2,626-19.4% |
| Participant deferral / active EE | $4,414 | $7,144-38.2% | $9,133-51.7% | $4,350+1.5% |
| Admin fee / account holder | $7,360 | $1,253+487.5% | $13,899-47.1% | $1,946+278.2% |