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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 | $236,475 | $212,386+11.3% | $199,883+18.3% | $138,895+70.3% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 10.11% | 47.75%-37.6pp | 43.81%-33.7pp | 145.39%-135.3pp |
| Employer contribution / active EE | $3,114 | $6,625-53.0% | $6,261-50.3% | $4,194-25.8% |
| Participant deferral / active EE | $17,000 | $9,617+76.8% | $9,138+86.0% | $6,396+165.8% |
| Admin fee / account holder | $126,975 | $18,233+596.4% | $17,268+635.3% | $12,562+910.8% |