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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 | $51,638+298.9% | $68,368+201.3% | $82,448+149.9% |
| Participation rate | 58.8% | 63.6%-4.8pp | 73.8%-14.9pp | 68.1%-9.2pp |
| Annual return | 10.38% | 37.53%-27.2pp | 292.57%-282.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $3,902 | $2,047+90.7% | $2,649+47.3% | $2,551+53.0% |
| Participant deferral / active EE | $6,836 | $2,914+134.6% | $4,123+65.8% | $4,139+65.1% |
| Admin fee / account holder | $33,731 | $4,643+626.4% | $5,150+555.0% | $7,234+366.3% |