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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 | $238,223 | $58,311+308.5% | $81,882+190.9% | $80,959+194.3% |
| Participation rate | 52.3% | 63.5%-11.2pp | 72.4%-20.1pp | 67.7%-15.3pp |
| Annual return | 9.58% | 41.85%-32.3pp | 779.47%-769.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $1,195 | $2,347-49.1% | $2,916-59.0% | $2,757-56.7% |
| Participant deferral / active EE | $4,024 | $3,287+22.4% | $4,323-6.9% | $4,300-6.4% |
| Admin fee / account holder | $7,057 | $4,752+48.5% | $7,360-4.1% | $6,925+1.9% |