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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 | $225,901 | $58,391+286.9% | $76,667+194.7% | $72,976+209.6% |
| Participation rate | 55.9% | 67.4%-11.4pp | 72.1%-16.2pp | 69.5%-13.6pp |
| Annual return | 2.63% | 2306.65%-2304.0pp | 1166.74%-1164.1pp | 81.02%-78.4pp |
| Employer contribution / active EE | $1,413 | $1,787-20.9% | $2,303-38.6% | $2,440-42.1% |
| Participant deferral / active EE | $4,743 | $2,690+76.3% | $3,336+42.2% | $3,608+31.5% |
| Admin fee / account holder | $5,294 | $4,014+31.9% | $6,423-17.6% | $5,124+3.3% |