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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 | $230,484 | $114,119+102.0% | $107,187+115.0% | $138,895+65.9% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 79.9%-22.8pp |
| Annual return | 11.16% | 273.21%-262.0pp | 204.55%-193.4pp | 145.39%-134.2pp |
| Employer contribution / active EE | $1,218 | $4,059-70.0% | $3,782-67.8% | $4,194-71.0% |
| Participant deferral / active EE | $2,427 | $5,538-56.2% | $5,096-52.4% | $6,396-62.1% |
| Admin fee / account holder | $1,771 | $10,024-82.3% | $9,162-80.7% | $12,562-85.9% |