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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 | $200,581 | $88,702+126.1% | $81,780+145.3% | $145,978+37.4% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 9.45% | 1029.12%-1019.7pp | 776.27%-766.8pp | 550.52%-541.1pp |
| Employer contribution / active EE | $2,012 | $3,084-34.8% | $2,914-30.9% | $4,662-56.8% |
| Participant deferral / active EE | $4,258 | $4,645-8.3% | $4,321-1.4% | $6,690-36.3% |
| Admin fee / account holder | $6,411 | $8,414-23.8% | $7,384-13.2% | $13,400-52.2% |