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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 | $72,071+198.7% | $68,368+214.9% | $137,256+56.9% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.0%-24.4pp |
| Annual return | 6.72% | 353.14%-346.4pp | 292.57%-285.9pp | 220.34%-213.6pp |
| Employer contribution / active EE | $3,624 | $2,788+30.0% | $2,649+36.8% | $4,156-12.8% |
| Participant deferral / active EE | $5,671 | $4,410+28.6% | $4,123+37.6% | $6,407-11.5% |
| Admin fee / account holder | $2,743 | $5,336-48.6% | $5,150-46.7% | $12,270-77.6% |