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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 | $192,009 | $114,119+68.3% | $107,187+79.1% | $138,895+38.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 8.68% | 273.21%-264.5pp | 204.55%-195.9pp | 145.39%-136.7pp |
| Employer contribution / active EE | $1,903 | $4,059-53.1% | $3,782-49.7% | $4,194-54.6% |
| Participant deferral / active EE | $2,095 | $5,538-62.2% | $5,096-58.9% | $6,396-67.2% |
| Admin fee / account holder | $143,305 | $10,024+1329.7% | $9,162+1464.1% | $12,562+1040.8% |