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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 | $180,722 | $111,535+62.0% | $105,223+71.8% | $137,256+31.7% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 10.93% | 237.85%-226.9pp | 180.65%-169.7pp | 220.34%-209.4pp |
| Employer contribution / active EE | $821 | $3,939-79.1% | $3,689-77.7% | $4,156-80.2% |
| Participant deferral / active EE | $4,913 | $5,500-10.7% | $5,072-3.1% | $6,407-23.3% |
| Admin fee / account holder | $2,230 | $9,721-77.1% | $8,859-74.8% | $12,270-81.8% |