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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 | $185,312+30.1% | $161,489+49.3% | $154,746+55.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 1.71% | 103.84%-102.1pp | 89.72%-88.0pp | 172.34%-170.6pp |
| Employer contribution / active EE | $1,760 | $4,769-63.1% | $4,268-58.8% | $4,379-59.8% |
| Participant deferral / active EE | $3,000 | $6,350-52.8% | $5,630-46.7% | $6,730-55.4% |
| Admin fee / account holder | $32,129 | $18,654+72.2% | $16,006+100.7% | $14,365+123.7% |