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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 | $191,707 | $93,345+105.4% | $119,126+60.9% | $87,485+119.1% |
| Participation rate | 69.4% | 68.7%+0.7pp | 75.8%-6.3pp | 68.9%+0.5pp |
| Annual return | 3.55% | 19.08%-15.5pp | 282.11%-278.6pp | 26.06%-22.5pp |
| Employer contribution / active EE | $2,255 | $3,172-28.9% | $4,034-44.1% | $2,596-13.2% |
| Participant deferral / active EE | $8,133 | $4,099+98.4% | $5,318+52.9% | $4,274+90.3% |
| Admin fee / account holder | $23,302 | $8,039+189.9% | $10,693+117.9% | $7,775+199.7% |