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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 | $181,182 | $103,393+75.2% | $87,103+108.0% | $152,909+18.5% |
| Participation rate | 52.9% | 79.4%-26.4pp | 76.9%-23.9pp | 82.5%-29.5pp |
| Annual return | 7.82% | 28.10%-20.3pp | 28.19%-20.4pp | 345.46%-337.6pp |
| Employer contribution / active EE | $12,208 | $3,221+279.0% | $2,521+384.1% | $4,764+156.3% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $18,814 | $12,195+54.3% | $7,491+151.1% | $11,601+62.2% |