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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 | $235,490 | $176,120+33.7% | $159,487+47.7% | $167,553+40.5% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 8.76% | 331.95%-323.2pp | 263.71%-254.9pp | 478.89%-470.1pp |
| Employer contribution / active EE | $1,707 | $5,299-67.8% | $4,831-64.7% | $4,840-64.7% |
| Participant deferral / active EE | $9,076 | $7,752+17.1% | $7,354+23.4% | $6,343+43.1% |
| Admin fee / account holder | $1,796 | $12,561-85.7% | $10,804-83.4% | $12,316-85.4% |