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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 | $243,024 | $154,228+57.6% | $145,433+67.1% | $137,256+77.1% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 4.66% | 74.59%-69.9pp | 66.58%-61.9pp | 220.34%-215.7pp |
| Employer contribution / active EE | $1,404 | $4,804-70.8% | $4,554-69.2% | $4,156-66.2% |
| Participant deferral / active EE | $7,954 | $8,216-3.2% | $7,897+0.7% | $6,407+24.2% |
| Admin fee / account holder | $4,227 | $14,344-70.5% | $13,129-67.8% | $12,270-65.5% |