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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 | $242,658 | $211,224+14.9% | $178,505+35.9% | $145,897+66.3% |
| Participation rate | 28.6% | 80.8%-52.2pp | 77.1%-48.5pp | 80.3%-51.7pp |
| Annual return | 6.94% | 30.28%-23.3pp | 27.16%-20.2pp | 552.29%-545.4pp |
| Employer contribution / active EE | $790 | $4,577-82.7% | $3,955-80.0% | $4,663-83.1% |
| Participant deferral / active EE | $3,923 | $6,966-43.7% | $6,280-37.5% | $6,689-41.4% |
| Admin fee / account holder | $3,336 | $12,109-72.5% | $10,428-68.0% | $13,390-75.1% |