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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 | $241,093 | $172,111+40.1% | $150,298+60.4% | $137,256+75.7% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 1.71% | 69.37%-67.7pp | 62.79%-61.1pp | 220.34%-218.6pp |
| Employer contribution / active EE | $1,760 | $4,636-62.0% | $4,154-57.6% | $4,156-57.6% |
| Participant deferral / active EE | $3,000 | $6,166-51.3% | $5,453-45.0% | $6,407-53.2% |
| Admin fee / account holder | $32,129 | $16,471+95.1% | $14,116+127.6% | $12,270+161.8% |