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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 | $196,491 | $165,361+18.8% | $149,715+31.2% | $158,950+23.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 7.19% | 348.24%-341.0pp | 276.66%-269.5pp | 302.91%-295.7pp |
| Employer contribution / active EE | $6,851 | $5,103+34.2% | $4,645+47.5% | $4,762+43.9% |
| Participant deferral / active EE | $18,866 | $7,182+162.7% | $6,842+175.7% | $5,983+215.3% |
| Admin fee / account holder | $26,485 | $10,808+145.0% | $9,310+184.5% | $11,248+135.5% |