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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 | $232,004 | $156,398+48.3% | $147,318+57.5% | $138,895+67.0% |
| Participation rate | 63.6% | 83.8%-20.1pp | 82.1%-18.4pp | 79.9%-16.3pp |
| Annual return | 9.54% | 78.75%-69.2pp | 70.43%-60.9pp | 145.39%-135.9pp |
| Employer contribution / active EE | $6,219 | $4,853+28.1% | $4,593+35.4% | $4,194+48.3% |
| Participant deferral / active EE | $9,135 | $8,237+10.9% | $7,906+15.5% | $6,396+42.8% |
| Admin fee / account holder | $136,119 | $14,976+808.9% | $13,708+893.0% | $12,562+983.6% |