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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 | $241,636 | $102,595+135.5% | $94,057+156.9% | $154,746+56.2% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 3.02% | 583.42%-580.4pp | 480.62%-477.6pp | 172.34%-169.3pp |
| Employer contribution / active EE | $533 | $3,147-83.1% | $2,933-81.8% | $4,379-87.8% |
| Participant deferral / active EE | $10,333 | $5,118+101.9% | $4,709+119.4% | $6,730+53.5% |
| Admin fee / account holder | $3,338 | $7,736-56.9% | $7,244-53.9% | $14,365-76.8% |