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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 | $242,503 | $72,071+236.5% | $68,368+254.7% | $137,256+76.7% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.0%-37.1pp |
| Annual return | 12.77% | 353.14%-340.4pp | 292.57%-279.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $3,301 | $2,788+18.4% | $2,649+24.6% | $4,156-20.6% |
| Participant deferral / active EE | $5,156 | $4,410+16.9% | $4,123+25.1% | $6,407-19.5% |
| Admin fee / account holder | $9,612 | $5,336+80.2% | $5,150+86.6% | $12,270-21.7% |