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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 | $178,729 | $180,749-1.1% | $160,784+11.2% | $137,256+30.2% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 8.74% | 2234.46%-2225.7pp | 1803.92%-1795.2pp | 220.34%-211.6pp |
| Employer contribution / active EE | $1,870 | $4,155-55.0% | $3,733-49.9% | $4,156-55.0% |
| Participant deferral / active EE | $5,425 | $6,844-20.7% | $6,293-13.8% | $6,407-15.3% |
| Admin fee / account holder | $3,085 | $10,397-70.3% | $9,717-68.3% | $12,270-74.9% |