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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 | $249,814 | $154,228+62.0% | $145,433+71.8% | $137,256+82.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 11.93% | 74.59%-62.7pp | 66.58%-54.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $3,163 | $4,804-34.2% | $4,554-30.5% | $4,156-23.9% |
| Participant deferral / active EE | $14,210 | $8,216+72.9% | $7,897+79.9% | $6,407+121.8% |
| Admin fee / account holder | $102,820 | $14,344+616.8% | $13,129+683.1% | $12,270+738.0% |