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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 | $105,284+123.6% | $150,734+56.1% | $94,015+150.3% |
| Participation rate | 67.9% | 71.7%-3.9pp | 78.4%-10.6pp | 70.8%-3.0pp |
| Annual return | 8.14% | 15.67%-7.5pp | 600.81%-592.7pp | 17.84%-9.7pp |
| Employer contribution / active EE | $2,967 | $3,599-17.6% | $4,918-39.7% | $2,790+6.3% |
| Participant deferral / active EE | $11,612 | $4,274+171.7% | $5,610+107.0% | $4,249+173.3% |
| Admin fee / account holder | $12,635 | $9,839+28.4% | $14,905-15.2% | $8,951+41.2% |