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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 | $244,763 | $119,143+105.4% | $88,632+176.2% | $152,909+60.1% |
| Participation rate | 22.2% | 73.4%-51.2pp | 68.8%-46.5pp | 82.5%-60.2pp |
| Annual return | 7.02% | 48.12%-41.1pp | 43.75%-36.7pp | 345.46%-338.4pp |
| Employer contribution / active EE | $607 | $2,675-77.3% | $2,101-71.1% | $4,764-87.3% |
| Participant deferral / active EE | $4,222 | $3,555+18.8% | $2,917+44.8% | $5,851-27.8% |
| Admin fee / account holder | $459 | $5,875-92.2% | $4,308-89.3% | $11,601-96.0% |