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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 | $189,683 | $72,071+163.2% | $68,368+177.4% | $137,256+38.2% |
| Participation rate | 58.3% | 76.2%-17.9pp | 73.8%-15.4pp | 80.0%-21.6pp |
| Annual return | 10.65% | 353.14%-342.5pp | 292.57%-281.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $3,376 | $2,788+21.1% | $2,649+27.5% | $4,156-18.8% |
| Participant deferral / active EE | $7,350 | $4,410+66.7% | $4,123+78.3% | $6,407+14.7% |
| Admin fee / account holder | $3,066 | $5,336-42.5% | $5,150-40.5% | $12,270-75.0% |