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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 | $214,602 | $185,883+15.5% | $170,043+26.2% | $139,466+53.9% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 10.69% | 60.54%-49.9pp | 53.40%-42.7pp | 373.66%-363.0pp |
| Employer contribution / active EE | $4,270 | $7,596-43.8% | $6,790-37.1% | $4,754-10.2% |
| Participant deferral / active EE | $11,849 | $11,626+1.9% | $10,410+13.8% | $6,712+76.5% |
| Admin fee / account holder | $25,008 | $15,393+62.5% | $12,824+95.0% | $11,409+119.2% |