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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 | $215,302 | $70,366+206.0% | $66,674+222.9% | $138,895+55.0% |
| Participation rate | 55.6% | 76.2%-20.6pp | 73.7%-18.1pp | 79.9%-24.4pp |
| Annual return | 6.72% | 386.41%-379.7pp | 321.24%-314.5pp | 145.39%-138.7pp |
| Employer contribution / active EE | $3,624 | $2,765+31.1% | $2,620+38.3% | $4,194-13.6% |
| Participant deferral / active EE | $5,671 | $4,374+29.7% | $4,084+38.9% | $6,396-11.3% |
| Admin fee / account holder | $2,743 | $5,262-47.9% | $5,098-46.2% | $12,562-78.2% |