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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 | $213,925 | $156,398+36.8% | $147,318+45.2% | $138,895+54.0% |
| Participation rate | 58.8% | 83.8%-24.9pp | 82.1%-23.2pp | 79.9%-21.1pp |
| Annual return | 9.15% | 78.75%-69.6pp | 70.43%-61.3pp | 145.39%-136.2pp |
| Employer contribution / active EE | $1,024 | $4,853-78.9% | $4,593-77.7% | $4,194-75.6% |
| Participant deferral / active EE | $3,813 | $8,237-53.7% | $7,906-51.8% | $6,396-40.4% |
| Admin fee / account holder | $22,756 | $14,976+52.0% | $13,708+66.0% | $12,562+81.1% |