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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 | $233,150 | $72,071+223.5% | $68,368+241.0% | $137,256+69.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 6.98% | 353.14%-346.2pp | 292.57%-285.6pp | 220.34%-213.4pp |
| Employer contribution / active EE | $734 | $2,788-73.7% | $2,649-72.3% | $4,156-82.4% |
| Participant deferral / active EE | $1,531 | $4,410-65.3% | $4,123-62.9% | $6,407-76.1% |
| Admin fee / account holder | $1,016 | $5,336-81.0% | $5,150-80.3% | $12,270-91.7% |