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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 | $214,254 | $157,270+36.2% | $141,173+51.8% | $152,870+40.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 12.04% | 64.33%-52.3pp | 71.40%-59.4pp | 345.34%-333.3pp |
| Employer contribution / active EE | $17,380 | $5,261+230.3% | $4,735+267.0% | $4,763+264.9% |
| Participant deferral / active EE | $9,156 | $7,110+28.8% | $6,710+36.5% | $5,850+56.5% |
| Admin fee / account holder | $101,320 | $12,121+735.9% | $10,262+887.3% | $11,597+773.7% |