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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 | $237,936 | $102,422+132.3% | $147,117+61.7% | $80,959+193.9% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 11.12% | 135.16%-124.0pp | 420.54%-409.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $2,117 | $3,717-43.1% | $4,932-57.1% | $2,757-23.2% |
| Participant deferral / active EE | $8,458 | $6,652+27.1% | $8,065+4.9% | $4,300+96.7% |
| Admin fee / account holder | $17,774 | $7,953+123.5% | $12,993+36.8% | $6,925+156.6% |