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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 | $190,254 | $23,330+715.5% | $64,489+195.0% | $82,448+130.8% |
| Participation rate | 53.6% | 68.3%-14.7pp | 67.7%-14.1pp | 68.1%-14.5pp |
| Annual return | 13.43% | 83.66%-70.2pp | 55.03%-41.6pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,729 | $824+109.7% | $1,523+13.5% | $2,551-32.2% |
| Participant deferral / active EE | $3,848 | $1,707+125.4% | $2,778+38.5% | $4,139-7.0% |
| Admin fee / account holder | $1,357 | $2,946-53.9% | $4,260-68.1% | $7,234-81.2% |