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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 | $236,771 | $123,155+92.3% | $108,753+117.7% | $155,188+52.6% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 4.36% | 44.73%-40.4pp | 37.47%-33.1pp | 148.84%-144.5pp |
| Employer contribution / active EE | $1,950 | $2,811-30.6% | $2,427-19.7% | $4,248-54.1% |
| Participant deferral / active EE | $5,906 | $4,623+27.8% | $4,115+43.5% | $6,531-9.6% |
| Admin fee / account holder | $807 | $12,126-93.3% | $10,320-92.2% | $14,480-94.4% |