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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 | $228,092 | $97,125+134.8% | $86,233+164.5% | $137,256+66.2% |
| Participation rate | 26.3% | 74.2%-47.9pp | 69.0%-42.7pp | 80.0%-53.6pp |
| Annual return | 7.77% | 74.19%-66.4pp | 61.39%-53.6pp | 220.34%-212.6pp |
| Employer contribution / active EE | $904 | $2,841-68.2% | $2,504-63.9% | $4,156-78.2% |
| Participant deferral / active EE | $2,351 | $5,180-54.6% | $4,559-48.4% | $6,407-63.3% |
| Admin fee / account holder | $374,902 | $9,725+3755.2% | $8,342+4394.1% | $12,270+2955.4% |