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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 | $233,576 | $88,778+163.1% | $81,844+185.4% | $145,884+60.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 2.08% | 1033.03%-1031.0pp | 778.87%-776.8pp | 551.85%-549.8pp |
| Employer contribution / active EE | $4,053 | $3,087+31.3% | $2,916+39.0% | $4,662-13.1% |
| Participant deferral / active EE | $5,823 | $4,648+25.3% | $4,323+34.7% | $6,690-13.0% |
| Admin fee / account holder | $1,569 | $8,430-81.4% | $7,355-78.7% | $13,392-88.3% |