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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 | $243,877 | $165,381+47.5% | $149,730+62.9% | $158,966+53.4% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 6.41% | 348.29%-341.9pp | 276.70%-270.3pp | 302.95%-296.5pp |
| Employer contribution / active EE | $1,813 | $5,104-64.5% | $4,645-61.0% | $4,762-61.9% |
| Participant deferral / active EE | $4,423 | $7,182-38.4% | $6,843-35.4% | $5,983-26.1% |
| Admin fee / account holder | $7,694 | $10,809-28.8% | $9,310-17.4% | $11,250-31.6% |