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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 | $201,045 | $103,393+94.4% | $87,103+130.8% | $152,909+31.5% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 2.43% | 28.10%-25.7pp | 28.19%-25.8pp | 345.46%-343.0pp |
| Employer contribution / active EE | $2,810 | $3,221-12.8% | $2,521+11.4% | $4,764-41.0% |
| Participant deferral / active EE | $5,496 | $4,778+15.0% | $4,049+35.8% | $5,851-6.1% |
| Admin fee / account holder | $20,133 | $12,195+65.1% | $7,491+168.7% | $11,601+73.5% |