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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 | $238,038 | $183,592+29.7% | $155,574+53.0% | $145,877+63.2% |
| Participation rate | 23.1% | 82.7%-59.6pp | 78.2%-55.1pp | 80.3%-57.2pp |
| Annual return | 7.46% | 61.37%-53.9pp | 64.87%-57.4pp | 551.28%-543.8pp |
| Employer contribution / active EE | $1,641 | $5,317-69.1% | $4,676-64.9% | $4,663-64.8% |
| Participant deferral / active EE | $2,502 | $6,466-61.3% | $5,629-55.5% | $6,691-62.6% |
| Admin fee / account holder | $2,688 | $19,316-86.1% | $15,914-83.1% | $13,402-79.9% |