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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 | $240,542 | $86,949+176.6% | $102,460+134.8% | $80,959+197.1% |
| Participation rate | 60.6% | 72.4%-11.8pp | 76.5%-15.9pp | 67.7%-7.1pp |
| Annual return | 9.47% | 18.89%-9.4pp | 29.47%-20.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $11,112 | $2,370+368.9% | $3,025+267.3% | $2,757+303.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $73,082 | $8,048+808.1% | $9,460+672.5% | $6,925+955.3% |