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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 | $206,004 | $61,125+237.0% | $94,057+119.0% | $87,485+135.5% |
| Participation rate | 58.8% | 64.1%-5.2pp | 73.3%-14.5pp | 68.9%-10.1pp |
| Annual return | 10.38% | 35.20%-24.8pp | 480.62%-470.2pp | 26.06%-15.7pp |
| Employer contribution / active EE | $3,902 | $2,136+82.6% | $2,933+33.0% | $2,596+50.3% |
| Participant deferral / active EE | $6,836 | $3,260+109.7% | $4,709+45.1% | $4,274+59.9% |
| Admin fee / account holder | $33,731 | $5,629+499.3% | $7,244+365.6% | $7,775+333.8% |