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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 | $215,310 | $111,535+93.0% | $105,223+104.6% | $137,256+56.9% |
| Participation rate | 56.3% | 78.1%-21.8pp | 75.0%-18.8pp | 80.0%-23.7pp |
| Annual return | 8.95% | 237.85%-228.9pp | 180.65%-171.7pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,235 | $3,939-68.7% | $3,689-66.5% | $4,156-70.3% |
| Participant deferral / active EE | $2,524 | $5,500-54.1% | $5,072-50.2% | $6,407-60.6% |
| Admin fee / account holder | $2,355 | $9,721-75.8% | $8,859-73.4% | $12,270-80.8% |