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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 | $237,805 | $48,337+392.0% | $67,560+252.0% | $80,959+193.7% |
| Participation rate | 58.1% | 66.4%-8.3pp | 72.9%-14.8pp | 67.7%-9.5pp |
| Annual return | 9.47% | 18.26%-8.8pp | 3533.50%-3524.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $13,853 | $2,023+584.9% | $2,737+406.2% | $2,757+402.5% |
| Participant deferral / active EE | $3,962 | $2,928+35.3% | $4,004-1.1% | $4,300-7.9% |
| Admin fee / account holder | $79,249 | $3,695+2044.5% | $3,994+1884.2% | $6,925+1044.3% |