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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 | $225,739 | $112,729+100.2% | $98,716+128.7% | $137,256+64.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 9.25% | 38.48%-29.2pp | 31.81%-22.6pp | 220.34%-211.1pp |
| Employer contribution / active EE | $476 | $2,725-82.5% | $2,279-79.1% | $4,156-88.5% |
| Participant deferral / active EE | $6,758 | $4,640+45.6% | $4,048+67.0% | $6,407+5.5% |
| Admin fee / account holder | $146,312 | $10,129+1344.6% | $8,703+1581.2% | $12,270+1092.4% |