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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 | $203,992 | $108,922+87.3% | $100,398+103.2% | $145,978+39.7% |
| Participation rate | 57.1% | 83.0%-25.8pp | 81.5%-24.4pp | 80.3%-23.1pp |
| Annual return | 6.43% | 58.04%-51.6pp | 49.32%-42.9pp | 550.52%-544.1pp |
| Employer contribution / active EE | $1,248 | $4,426-71.8% | $3,946-68.4% | $4,662-73.2% |
| Participant deferral / active EE | $11,042 | $8,450+30.7% | $8,084+36.6% | $6,690+65.1% |
| Admin fee / account holder | $2,352 | $9,680-75.7% | $7,893-70.2% | $13,400-82.4% |