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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 | $209,336-5.6% | $197,124+0.2% | $137,256+43.9% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 9.08% | 48.09%-39.0pp | 44.34%-35.3pp | 220.34%-211.3pp |
| Employer contribution / active EE | $2,717 | $6,591-58.8% | $6,227-56.4% | $4,156-34.6% |
| Participant deferral / active EE | $7,651 | $9,614-20.4% | $9,135-16.2% | $6,407+19.4% |
| Admin fee / account holder | $108,000 | $17,308+524.0% | $16,298+562.7% | $12,270+780.2% |