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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 | $221,604 | $185,312+19.6% | $161,489+37.2% | $154,746+43.2% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 3.89% | 103.84%-100.0pp | 89.72%-85.8pp | 172.34%-168.5pp |
| Employer contribution / active EE | $6,250 | $4,769+31.1% | $4,268+46.4% | $4,379+42.7% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $11,821 | $18,654-36.6% | $16,006-26.1% | $14,365-17.7% |