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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 | $243,968 | $72,071+238.5% | $68,368+256.8% | $137,256+77.7% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 13.13% | 353.14%-340.0pp | 292.57%-279.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,820 | $2,788+1.2% | $2,649+6.5% | $4,156-32.1% |
| Participant deferral / active EE | $6,560 | $4,410+48.8% | $4,123+59.1% | $6,407+2.4% |
| Admin fee / account holder | $2,380 | $5,336-55.4% | $5,150-53.8% | $12,270-80.6% |