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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 | $102,385+129.0% | $147,080+59.4% | $80,935+189.7% |
| Participation rate | 59.3% | 75.9%-16.6pp | 82.2%-22.9pp | 67.7%-8.4pp |
| Annual return | 10.69% | 135.09%-124.4pp | 420.17%-409.5pp | 35.66%-25.0pp |
| Employer contribution / active EE | $1,763 | $3,717-52.6% | $4,933-64.3% | $2,757-36.1% |
| Participant deferral / active EE | $7,288 | $6,651+9.6% | $8,066-9.7% | $4,299+69.5% |
| Admin fee / account holder | $4,176 | $7,951-47.5% | $12,989-67.9% | $6,924-39.7% |