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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 | $204,013 | $201,370+1.3% | $184,256+10.7% | $145,897+39.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 3.78% | 29.05%-25.3pp | 28.85%-25.1pp | 552.29%-548.5pp |
| Employer contribution / active EE | $2,422 | $7,024-65.5% | $6,427-62.3% | $4,663-48.1% |
| Participant deferral / active EE | $10,789 | $9,808+10.0% | $9,133+18.1% | $6,689+61.3% |
| Admin fee / account holder | $1,880 | $16,364-88.5% | $13,899-86.5% | $13,390-86.0% |