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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 | $88,778+154.2% | $81,844+175.7% | $145,884+54.7% |
| Participation rate | 53.8% | 75.1%-21.2pp | 72.4%-18.5pp | 80.3%-26.5pp |
| Annual return | 9.38% | 1033.03%-1023.7pp | 778.87%-769.5pp | 551.85%-542.5pp |
| Employer contribution / active EE | $4,375 | $3,087+41.7% | $2,916+50.0% | $4,662-6.2% |
| Participant deferral / active EE | $3,116 | $4,648-33.0% | $4,323-27.9% | $6,690-53.4% |
| Admin fee / account holder | $1,768 | $8,430-79.0% | $7,355-76.0% | $13,392-86.8% |