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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 | $70,366+199.1% | $66,674+215.6% | $138,895+51.5% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.7%-11.2pp | 79.9%-17.4pp |
| Annual return | 9.91% | 386.41%-376.5pp | 321.24%-311.3pp | 145.39%-135.5pp |
| Employer contribution / active EE | $1,316 | $2,765-52.4% | $2,620-49.8% | $4,194-68.6% |
| Participant deferral / active EE | $4,522 | $4,374+3.4% | $4,084+10.7% | $6,396-29.3% |
| Admin fee / account holder | $5,875 | $5,262+11.6% | $5,098+15.2% | $12,562-53.2% |