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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 | $205,987 | $117,829+74.8% | $102,423+101.1% | $145,877+41.2% |
| Participation rate | 55.6% | 78.6%-23.1pp | 76.5%-20.9pp | 80.3%-24.7pp |
| Annual return | 8.48% | 31.83%-23.3pp | 29.42%-20.9pp | 551.28%-542.8pp |
| Employer contribution / active EE | $1,368 | $3,615-62.2% | $3,023-54.7% | $4,663-70.7% |
| Participant deferral / active EE | $6,235 | $5,732+8.8% | $5,054+23.4% | $6,691-6.8% |
| Admin fee / account holder | $20,716 | $13,335+55.3% | $9,455+119.1% | $13,402+54.6% |