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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 | $202,312 | $100,911+100.5% | $90,440+123.7% | $158,966+27.3% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | 2.54% | 1726.62%-1724.1pp | 1294.38%-1291.8pp | 302.95%-300.4pp |
| Employer contribution / active EE | $926 | $3,690-74.9% | $3,263-71.6% | $4,762-80.5% |
| Participant deferral / active EE | $2,777 | $4,348-36.1% | $3,964-29.9% | $5,983-53.6% |
| Admin fee / account holder | $3,786 | $6,507-41.8% | $5,615-32.6% | $11,250-66.3% |