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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 | $235,363 | $88,672+165.4% | $105,223+123.7% | $82,448+185.5% |
| Participation rate | 67.9% | 67.9%-0.1pp | 75.0%-7.2pp | 68.1%-0.2pp |
| Annual return | 8.14% | 30.86%-22.7pp | 180.65%-172.5pp | 41.64%-33.5pp |
| Employer contribution / active EE | $2,967 | $3,048-2.6% | $3,689-19.6% | $2,551+16.3% |
| Participant deferral / active EE | $11,612 | $4,036+187.7% | $5,072+129.0% | $4,139+180.5% |
| Admin fee / account holder | $12,635 | $7,146+76.8% | $8,859+42.6% | $7,234+74.7% |