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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 | $157,304+36.2% | $141,197+51.7% | $152,909+40.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 12.04% | 64.34%-52.3pp | 71.41%-59.4pp | 345.46%-333.4pp |
| Employer contribution / active EE | $17,380 | $5,263+230.3% | $4,736+267.0% | $4,764+264.8% |
| Participant deferral / active EE | $9,156 | $7,111+28.8% | $6,710+36.4% | $5,851+56.5% |
| Admin fee / account holder | $101,320 | $12,126+735.6% | $10,265+887.1% | $11,601+773.4% |