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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 | $249,744 | $99,875+150.1% | $146,866+70.0% | $86,983+187.1% |
| Participation rate | 25.7% | 75.8%-50.1pp | 82.5%-56.8pp | 69.5%-43.8pp |
| Annual return | 10.18% | 28.10%-17.9pp | 102.85%-92.7pp | 25.83%-15.6pp |
| Employer contribution / active EE | $593 | $3,224-81.6% | $4,425-86.6% | $2,584-77.1% |
| Participant deferral / active EE | $3,819 | $6,322-39.6% | $7,759-50.8% | $4,194-8.9% |
| Admin fee / account holder | $8,908 | $7,838+13.6% | $13,620-34.6% | $7,856+13.4% |