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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 | $242,860 | $110,410+120.0% | $102,437+137.1% | $145,897+66.5% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 7.26% | 24.85%-17.6pp | 24.95%-17.7pp | 552.29%-545.0pp |
| Employer contribution / active EE | $1,260 | $4,217-70.1% | $3,871-67.4% | $4,663-73.0% |
| Participant deferral / active EE | $1,946 | $5,622-65.4% | $5,060-61.5% | $6,689-70.9% |
| Admin fee / account holder | $2,400 | $9,745-75.4% | $8,388-71.4% | $13,390-82.1% |