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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 | $112,729+110.0% | $98,716+139.9% | $137,256+72.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 4.36% | 38.48%-34.1pp | 31.81%-27.5pp | 220.34%-216.0pp |
| Employer contribution / active EE | $1,950 | $2,725-28.5% | $2,279-14.4% | $4,156-53.1% |
| Participant deferral / active EE | $5,906 | $4,640+27.3% | $4,048+45.9% | $6,407-7.8% |
| Admin fee / account holder | $807 | $10,129-92.0% | $8,703-90.7% | $12,270-93.4% |