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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 | $206,209 | $115,814+78.1% | $101,275+103.6% | $158,982+29.7% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 7.43% | 56.16%-48.7pp | 46.48%-39.1pp | 302.99%-295.6pp |
| Employer contribution / active EE | $2,116 | $4,176-49.3% | $3,660-42.2% | $4,763-55.6% |
| Participant deferral / active EE | $26,483 | $4,958+434.1% | $4,371+505.9% | $5,983+342.6% |
| Admin fee / account holder | $20,383 | $7,249+181.2% | $5,948+242.7% | $11,252+81.2% |