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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 | $206,070 | $105,856+94.7% | $90,161+128.6% | $147,586+39.6% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 1.33% | 37.63%-36.3pp | 34.89%-33.6pp | 578.59%-577.3pp |
| Employer contribution / active EE | $1,900 | $4,126-54.0% | $3,318-42.7% | $4,876-61.0% |
| Participant deferral / active EE | $4,800 | $5,733-16.3% | $5,287-9.2% | $5,439-11.7% |
| Admin fee / account holder | $9,710 | $8,046+20.7% | $5,943+63.4% | $10,886-10.8% |