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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 | $204,037 | $108,882+87.4% | $96,754+110.9% | $154,746+31.9% |
| Participation rate | 60.0% | 75.1%-15.1pp | 70.3%-10.3pp | 80.7%-20.7pp |
| Annual return | 6.14% | 98.39%-92.3pp | 82.04%-75.9pp | 172.34%-166.2pp |
| Employer contribution / active EE | $11,810 | $3,018+291.3% | $2,679+340.8% | $4,379+169.7% |
| Participant deferral / active EE | $26,005 | $5,323+388.6% | $4,758+446.6% | $6,730+286.4% |
| Admin fee / account holder | $635 | $10,200-93.8% | $8,905-92.9% | $14,365-95.6% |