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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 | $239,015 | $111,787+113.8% | $93,681+155.1% | $145,978+63.7% |
| Participation rate | 69.2% | 74.2%-5.0pp | 68.7%+0.5pp | 80.3%-11.1pp |
| Annual return | 7.48% | 203.52%-196.0pp | 133.47%-126.0pp | 550.52%-543.0pp |
| Employer contribution / active EE | $1,541 | $3,093-50.2% | $2,422-36.4% | $4,662-66.9% |
| Participant deferral / active EE | $7,005 | $4,918+42.4% | $4,415+58.7% | $6,690+4.7% |
| Admin fee / account holder | $1,881 | $10,256-81.7% | $8,290-77.3% | $13,400-86.0% |