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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 | $233,412 | $175,231+33.2% | $149,696+55.9% | $139,466+67.4% |
| Participation rate | 20.0% | 83.4%-63.4pp | 78.8%-58.8pp | 80.3%-60.3pp |
| Annual return | 8.59% | 166.77%-158.2pp | 134.46%-125.9pp | 373.66%-365.1pp |
| Employer contribution / active EE | $1,632 | $5,478-70.2% | $4,821-66.1% | $4,754-65.7% |
| Participant deferral / active EE | $3,612 | $6,521-44.6% | $5,682-36.4% | $6,712-46.2% |
| Admin fee / account holder | $2,814 | $16,155-82.6% | $13,212-78.7% | $11,409-75.3% |