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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 | $245,203 | $212,386+15.5% | $199,883+22.7% | $138,895+76.5% |
| Participation rate | 65.2% | 87.4%-22.2pp | 86.8%-21.5pp | 79.9%-14.7pp |
| Annual return | 9.53% | 47.75%-38.2pp | 43.81%-34.3pp | 145.39%-135.9pp |
| Employer contribution / active EE | $7,215 | $6,625+8.9% | $6,261+15.2% | $4,194+72.0% |
| Participant deferral / active EE | $10,364 | $9,617+7.8% | $9,138+13.4% | $6,396+62.0% |
| Admin fee / account holder | $68,257 | $18,233+274.4% | $17,268+295.3% | $12,562+443.4% |