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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 | $249,388 | $52,353+376.4% | $120,225+107.4% | $82,448+202.5% |
| Participation rate | 35.6% | 58.3%-22.8pp | 69.6%-34.0pp | 68.1%-32.5pp |
| Annual return | 8.09% | 61.85%-53.8pp | 439.23%-431.1pp | 41.64%-33.5pp |
| Employer contribution / active EE | $396 | $1,510-73.8% | $3,475-88.6% | $2,551-84.5% |
| Participant deferral / active EE | $937 | $2,627-64.3% | $3,999-76.6% | $4,139-77.4% |
| Admin fee / account holder | $526 | $4,363-88.0% | $5,696-90.8% | $7,234-92.7% |