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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 | $192,571 | $72,071+167.2% | $68,368+181.7% | $137,256+40.3% |
| Participation rate | 68.8% | 76.2%-7.5pp | 73.8%-5.0pp | 80.0%-11.2pp |
| Annual return | 10.51% | 353.14%-342.6pp | 292.57%-282.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,444 | $2,788-48.2% | $2,649-45.5% | $4,156-65.3% |
| Participant deferral / active EE | $7,504 | $4,410+70.2% | $4,123+82.0% | $6,407+17.1% |
| Admin fee / account holder | $2,094 | $5,336-60.8% | $5,150-59.3% | $12,270-82.9% |