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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 | $245,801 | $72,071+241.1% | $68,368+259.5% | $137,256+79.1% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.0%-60.0pp |
| Annual return | 11.58% | 353.14%-341.6pp | 292.57%-281.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,002 | $2,788-64.1% | $2,649-62.2% | $4,156-75.9% |
| Participant deferral / active EE | $4,218 | $4,410-4.3% | $4,123+2.3% | $6,407-34.2% |
| Admin fee / account holder | $569 | $5,336-89.3% | $5,150-89.0% | $12,270-95.4% |