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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 | $225,447 | $110,410+104.2% | $102,437+120.1% | $145,897+54.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 6.74% | 24.85%-18.1pp | 24.95%-18.2pp | 552.29%-545.5pp |
| Employer contribution / active EE | $5,239 | $4,217+24.2% | $3,871+35.4% | $4,663+12.4% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $492 | $9,745-95.0% | $8,388-94.1% | $13,390-96.3% |