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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 | $196,935 | $181,062+8.8% | $158,223+24.5% | $155,188+26.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 8.73% | 57.39%-48.7pp | 52.09%-43.4pp | 148.84%-140.1pp |
| Employer contribution / active EE | $1,200 | $4,565-73.7% | $4,109-70.8% | $4,248-71.8% |
| Participant deferral / active EE | $2,532 | $6,134-58.7% | $5,467-53.7% | $6,531-61.2% |
| Admin fee / account holder | $45,592 | $18,825+142.2% | $16,047+184.1% | $14,480+214.9% |