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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 | $179,294 | $172,111+4.2% | $150,298+19.3% | $137,256+30.6% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 9.80% | 69.37%-59.6pp | 62.79%-53.0pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,253 | $4,636-73.0% | $4,154-69.8% | $4,156-69.8% |
| Participant deferral / active EE | $2,660 | $6,166-56.9% | $5,453-51.2% | $6,407-58.5% |
| Admin fee / account holder | $74,052 | $16,471+349.6% | $14,116+424.6% | $12,270+503.5% |