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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 | $234,369 | $97,125+141.3% | $86,233+171.8% | $137,256+70.8% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.0%-31.5pp | 80.0%-42.5pp |
| Annual return | 4.29% | 74.19%-69.9pp | 61.39%-57.1pp | 220.34%-216.1pp |
| Employer contribution / active EE | $1,582 | $2,841-44.3% | $2,504-36.8% | $4,156-61.9% |
| Participant deferral / active EE | $5,673 | $5,180+9.5% | $4,559+24.4% | $6,407-11.5% |
| Admin fee / account holder | $2,208 | $9,725-77.3% | $8,342-73.5% | $12,270-82.0% |