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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 | $213,317 | $115,225+85.1% | $100,712+111.8% | $138,895+53.6% |
| Participation rate | 69.2% | 74.3%-5.1pp | 69.3%0pp | 79.9%-10.7pp |
| Annual return | 0.70% | 40.35%-39.7pp | 33.27%-32.6pp | 145.39%-144.7pp |
| Employer contribution / active EE | $623 | $2,771-77.5% | $2,313-73.0% | $4,194-85.1% |
| Participant deferral / active EE | $4,328 | $4,699-7.9% | $4,085+5.9% | $6,396-32.3% |
| Admin fee / account holder | $6,798 | $10,844-37.3% | $9,256-26.6% | $12,562-45.9% |