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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 | $213,876 | $115,225+85.6% | $100,712+112.4% | $138,895+54.0% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 8.79% | 40.35%-31.6pp | 33.27%-24.5pp | 145.39%-136.6pp |
| Employer contribution / active EE | $820 | $2,771-70.4% | $2,313-64.5% | $4,194-80.4% |
| Participant deferral / active EE | $2,492 | $4,699-47.0% | $4,085-39.0% | $6,396-61.0% |
| Admin fee / account holder | $124,488 | $10,844+1048.0% | $9,256+1244.9% | $12,562+891.0% |