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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 | $220,824 | $65,555+236.9% | $86,216+156.1% | $75,173+193.8% |
| Participation rate | 38.9% | 60.5%-21.6pp | 69.0%-30.1pp | 67.2%-28.3pp |
| Annual return | 9.92% | 46.07%-36.1pp | 1169.42%-1159.5pp | 160.72%-150.8pp |
| Employer contribution / active EE | $876 | $1,553-43.6% | $2,382-63.2% | $2,671-67.2% |
| Participant deferral / active EE | $3,620 | $3,023+19.7% | $3,986-9.2% | $4,126-12.3% |
| Admin fee / account holder | $3,075 | $5,469-43.8% | $6,853-55.1% | $5,651-45.6% |