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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 | $176,204 | $209,336-15.8% | $197,124-10.6% | $137,256+28.4% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 7.78% | 48.09%-40.3pp | 44.34%-36.6pp | 220.34%-212.6pp |
| Employer contribution / active EE | $10,663 | $6,591+61.8% | $6,227+71.2% | $4,156+156.6% |
| Participant deferral / active EE | $4,787 | $9,614-50.2% | $9,135-47.6% | $6,407-25.3% |
| Admin fee / account holder | $88,233 | $17,308+409.8% | $16,298+441.4% | $12,270+619.1% |