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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 | $222,546 | $175,259+27.0% | $149,723+48.6% | $139,487+59.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 5.96% | 166.82%-160.9pp | 134.50%-128.5pp | 373.84%-367.9pp |
| Employer contribution / active EE | $5,027 | $5,478-8.2% | $4,821+4.3% | $4,755+5.7% |
| Participant deferral / active EE | $20,000 | $6,522+206.7% | $5,682+252.0% | $6,713+197.9% |
| Admin fee / account holder | $5,980 | $16,158-63.0% | $13,215-54.8% | $11,407-47.6% |