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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 | $225,678 | $88,754+154.3% | $81,820+175.8% | $145,877+54.7% |
| Participation rate | 53.8% | 75.1%-21.2pp | 72.4%-18.5pp | 80.3%-26.5pp |
| Annual return | 9.38% | 1031.77%-1022.4pp | 777.93%-768.6pp | 551.28%-541.9pp |
| Employer contribution / active EE | $4,375 | $3,085+41.8% | $2,915+50.1% | $4,663-6.2% |
| Participant deferral / active EE | $3,116 | $4,648-32.9% | $4,323-27.9% | $6,691-53.4% |
| Admin fee / account holder | $1,768 | $8,424-79.0% | $7,391-76.1% | $13,402-86.8% |