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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 | $129,737+67.7% | $119,126+82.6% | $154,746+40.6% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 7.99% | 379.08%-371.1pp | 282.11%-274.1pp | 172.34%-164.3pp |
| Employer contribution / active EE | $4,506 | $4,375+3.0% | $4,034+11.7% | $4,379+2.9% |
| Participant deferral / active EE | $17,375 | $5,842+197.4% | $5,318+226.7% | $6,730+158.2% |
| Admin fee / account holder | $2,518 | $11,961-78.9% | $10,693-76.5% | $14,365-82.5% |