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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 | $208,244 | $124,330+67.5% | $109,173+90.7% | $167,536+24.3% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 8.12% | 26.04%-17.9pp | 25.75%-17.6pp | 478.82%-470.7pp |
| Employer contribution / active EE | $2,462 | $4,209-41.5% | $3,723-33.9% | $4,839-49.1% |
| Participant deferral / active EE | $9,747 | $5,256+85.4% | $4,654+109.4% | $6,342+53.7% |
| Admin fee / account holder | $38,541 | $7,974+383.3% | $6,755+470.6% | $12,315+213.0% |