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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 | $240,759 | $176,105+36.7% | $159,474+51.0% | $167,536+43.7% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 7.40% | 331.91%-324.5pp | 263.68%-256.3pp | 478.82%-471.4pp |
| Employer contribution / active EE | $1,587 | $5,299-70.1% | $4,831-67.2% | $4,839-67.2% |
| Participant deferral / active EE | $7,799 | $7,751+0.6% | $7,353+6.1% | $6,342+23.0% |
| Admin fee / account holder | $840 | $12,559-93.3% | $10,802-92.2% | $12,315-93.2% |