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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 | $197,569 | $223,823-11.7% | $211,142-6.4% | $154,746+27.7% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 9.08% | 50.39%-41.3pp | 46.84%-37.8pp | 172.34%-163.3pp |
| Employer contribution / active EE | $2,717 | $6,787-60.0% | $6,442-57.8% | $4,379-38.0% |
| Participant deferral / active EE | $7,651 | $9,750-21.5% | $9,284-17.6% | $6,730+13.7% |
| Admin fee / account holder | $108,000 | $19,707+448.0% | $19,076+466.2% | $14,365+651.8% |