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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 | $214,312 | $106,923+100.4% | $84,023+155.1% | $152,909+40.2% |
| Participation rate | 66.7% | 75.3%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 5.67% | 105.02%-99.3pp | 71.32%-65.7pp | 345.46%-339.8pp |
| Employer contribution / active EE | $1,911 | $2,735-30.1% | $1,984-3.7% | $4,764-59.9% |
| Participant deferral / active EE | $2,656 | $4,013-33.8% | $3,239-18.0% | $5,851-54.6% |
| Admin fee / account holder | $1,128 | $8,289-86.4% | $6,102-81.5% | $11,601-90.3% |