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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 | $234,471 | $102,393+129.0% | $147,041+59.5% | $80,911+189.8% |
| Participation rate | 59.3% | 75.9%-16.6pp | 82.2%-22.9pp | 67.6%-8.4pp |
| Annual return | 10.69% | 134.95%-124.3pp | 419.21%-408.5pp | 35.63%-24.9pp |
| Employer contribution / active EE | $1,763 | $3,715-52.6% | $4,935-64.3% | $2,756-36.0% |
| Participant deferral / active EE | $7,288 | $6,647+9.6% | $8,071-9.7% | $4,297+69.6% |
| Admin fee / account holder | $4,176 | $7,943-47.4% | $13,006-67.9% | $6,935-39.8% |