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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 | $242,019 | $154,228+56.9% | $145,433+66.4% | $137,256+76.3% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 12.07% | 74.59%-62.5pp | 66.58%-54.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,011 | $4,804-79.0% | $4,554-77.8% | $4,156-75.7% |
| Participant deferral / active EE | $3,914 | $8,216-52.4% | $7,897-50.4% | $6,407-38.9% |
| Admin fee / account holder | $114,524 | $14,344+698.4% | $13,129+772.3% | $12,270+833.4% |