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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 | $210,429 | $72,071+192.0% | $68,368+207.8% | $137,256+53.3% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 9.91% | 353.14%-343.2pp | 292.57%-282.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,316 | $2,788-52.8% | $2,649-50.3% | $4,156-68.3% |
| Participant deferral / active EE | $4,522 | $4,410+2.5% | $4,123+9.7% | $6,407-29.4% |
| Admin fee / account holder | $5,875 | $5,336+10.1% | $5,150+14.1% | $12,270-52.1% |