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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 | $248,582 | $175,231+41.9% | $149,696+66.1% | $139,466+78.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 9.12% | 166.77%-157.7pp | 134.46%-125.3pp | 373.66%-364.5pp |
| Employer contribution / active EE | $3,498 | $5,478-36.1% | $4,821-27.4% | $4,754-26.4% |
| Participant deferral / active EE | $7,564 | $6,521+16.0% | $5,682+33.1% | $6,712+12.7% |
| Admin fee / account holder | $1,631 | $16,155-89.9% | $13,212-87.7% | $11,409-85.7% |