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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 | $70,366+173.7% | $66,674+188.8% | $138,895+38.6% |
| Participation rate | 68.8% | 76.2%-7.4pp | 73.7%-4.9pp | 79.9%-11.2pp |
| Annual return | 10.51% | 386.41%-375.9pp | 321.24%-310.7pp | 145.39%-134.9pp |
| Employer contribution / active EE | $1,444 | $2,765-47.8% | $2,620-44.9% | $4,194-65.6% |
| Participant deferral / active EE | $7,504 | $4,374+71.6% | $4,084+83.7% | $6,396+17.3% |
| Admin fee / account holder | $2,094 | $5,262-60.2% | $5,098-58.9% | $12,562-83.3% |