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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 | $205,169 | $183,516+11.8% | $155,534+31.9% | $145,884+40.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 6.03% | 61.43%-55.4pp | 64.92%-58.9pp | 551.85%-545.8pp |
| Employer contribution / active EE | $1,250 | $5,315-76.5% | $4,675-73.3% | $4,662-73.2% |
| Participant deferral / active EE | $3,790 | $6,467-41.4% | $5,630-32.7% | $6,690-43.4% |
| Admin fee / account holder | $188,275 | $19,293+875.9% | $15,900+1084.1% | $13,392+1305.9% |