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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 | $249,235 | $72,269+244.9% | $101,271+146.1% | $79,852+212.1% |
| Participation rate | 25.0% | 68.5%-43.5pp | 75.8%-50.8pp | 69.6%-44.6pp |
| Annual return | 10.40% | 22.29%-11.9pp | 46.48%-36.1pp | 31.72%-21.3pp |
| Employer contribution / active EE | $2,215 | $2,692-17.7% | $3,660-39.5% | $2,471-10.4% |
| Participant deferral / active EE | $6,063 | $3,282+84.8% | $4,371+38.7% | $3,740+62.1% |
| Admin fee / account holder | $1,659 | $4,401-62.3% | $5,948-72.1% | $5,306-68.7% |