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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 | $187,114 | $117,895+58.7% | $102,460+82.6% | $145,897+28.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 0.16% | 31.92%-31.8pp | 29.47%-29.3pp | 552.29%-552.1pp |
| Employer contribution / active EE | $1,200 | $3,619-66.8% | $3,025-60.3% | $4,663-74.3% |
| Participant deferral / active EE | $4,500 | $5,736-21.6% | $5,056-11.0% | $6,689-32.7% |
| Admin fee / account holder | $504 | $13,353-96.2% | $9,460-94.7% | $13,390-96.2% |