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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 | $218,806 | $115,796+89.0% | $101,264+116.1% | $158,950+37.7% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 6.04% | 56.15%-50.1pp | 46.48%-40.4pp | 302.91%-296.9pp |
| Employer contribution / active EE | $5,086 | $4,175+21.8% | $3,660+39.0% | $4,762+6.8% |
| Participant deferral / active EE | $6,333 | $4,958+27.7% | $4,370+44.9% | $5,983+5.9% |
| Admin fee / account holder | $13,344 | $7,247+84.1% | $5,947+124.4% | $11,248+18.6% |