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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 | $242,239 | $88,815+172.7% | $81,882+195.8% | $145,897+66.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 7.94% | 1033.75%-1025.8pp | 779.47%-771.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $347 | $3,086-88.8% | $2,916-88.1% | $4,663-92.6% |
| Participant deferral / active EE | $6,046 | $4,647+30.1% | $4,323+39.9% | $6,689-9.6% |
| Admin fee / account holder | $2,019 | $8,434-76.1% | $7,360-72.6% | $13,390-84.9% |