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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 | $222,383 | $45,050+393.6% | $63,018+252.9% | $70,126+217.1% |
| Participation rate | 52.4% | 69.5%-17.1pp | 74.8%-22.4pp | 69.5%-17.2pp |
| Annual return | 9.98% | 18.76%-8.8pp | 87.62%-77.6pp | 73.15%-63.2pp |
| Employer contribution / active EE | $2,940 | $2,052+43.3% | $2,761+6.5% | $2,343+25.5% |
| Participant deferral / active EE | $3,565 | $2,466+44.6% | $3,330+7.1% | $3,332+7.0% |
| Admin fee / account holder | $13,228 | $2,834+366.8% | $3,601+267.4% | $4,645+184.7% |