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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 | $227,758 | $51,638+341.1% | $68,368+233.1% | $82,448+176.2% |
| Participation rate | 57.5% | 63.6%-6.1pp | 73.8%-16.3pp | 68.1%-10.6pp |
| Annual return | 12.54% | 37.53%-25.0pp | 292.57%-280.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,883 | $2,047-8.0% | $2,649-28.9% | $2,551-26.2% |
| Participant deferral / active EE | $2,895 | $2,914-0.6% | $4,123-29.8% | $4,139-30.1% |
| Admin fee / account holder | $57,573 | $4,643+1139.9% | $5,150+1018.0% | $7,234+695.8% |