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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 | $217,572 | $111,535+95.1% | $105,223+106.8% | $137,256+58.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 7.99% | 237.85%-229.9pp | 180.65%-172.7pp | 220.34%-212.3pp |
| Employer contribution / active EE | $4,506 | $3,939+14.4% | $3,689+22.2% | $4,156+8.4% |
| Participant deferral / active EE | $17,375 | $5,500+215.9% | $5,072+242.6% | $6,407+171.2% |
| Admin fee / account holder | $2,518 | $9,721-74.1% | $8,859-71.6% | $12,270-79.5% |