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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 | $206,204 | $110,039+87.4% | $97,260+112.0% | $145,884+41.3% |
| Participation rate | 57.1% | 75.9%-18.8pp | 72.7%-15.5pp | 80.3%-23.2pp |
| Annual return | 4.59% | 244.44%-239.9pp | 75.54%-71.0pp | 551.85%-547.3pp |
| Employer contribution / active EE | $1,366 | $3,074-55.6% | $2,721-49.8% | $4,662-70.7% |
| Participant deferral / active EE | $4,792 | $4,674+2.5% | $4,262+12.5% | $6,690-28.4% |
| Admin fee / account holder | $446 | $6,204-92.8% | $5,640-92.1% | $13,392-96.7% |