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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 | $209,336+13.0% | $197,124+20.0% | $137,256+72.3% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 10.11% | 48.09%-38.0pp | 44.34%-34.2pp | 220.34%-210.2pp |
| Employer contribution / active EE | $3,114 | $6,591-52.8% | $6,227-50.0% | $4,156-25.1% |
| Participant deferral / active EE | $17,000 | $9,614+76.8% | $9,135+86.1% | $6,407+165.3% |
| Admin fee / account holder | $126,975 | $17,308+633.6% | $16,298+679.1% | $12,270+934.8% |