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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 | $240,899 | $99,875+141.2% | $146,866+64.0% | $86,983+176.9% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.5%-2.9pp |
| Annual return | 11.70% | 28.10%-16.4pp | 102.85%-91.2pp | 25.83%-14.1pp |
| Employer contribution / active EE | $4,991 | $3,224+54.8% | $4,425+12.8% | $2,584+93.1% |
| Participant deferral / active EE | $10,002 | $6,322+58.2% | $7,759+28.9% | $4,194+138.5% |
| Admin fee / account holder | $64,217 | $7,838+719.3% | $13,620+371.5% | $7,856+717.4% |