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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 | $111,535+106.6% | $105,223+119.0% | $137,256+67.9% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 11.16% | 237.85%-226.7pp | 180.65%-169.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,218 | $3,939-69.1% | $3,689-67.0% | $4,156-70.7% |
| Participant deferral / active EE | $2,427 | $5,500-55.9% | $5,072-52.1% | $6,407-62.1% |
| Admin fee / account holder | $1,771 | $9,721-81.8% | $8,859-80.0% | $12,270-85.6% |