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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 | $221,158 | $91,559+141.5% | $133,971+65.1% | $79,852+177.0% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 6.71% | 61.85%-55.1pp | 45.09%-38.4pp | 31.72%-25.0pp |
| Employer contribution / active EE | $2,157 | $2,384-9.5% | $3,919-45.0% | $2,471-12.7% |
| Participant deferral / active EE | $4,744 | $3,734+27.1% | $5,047-6.0% | $3,740+26.8% |
| Admin fee / account holder | $79,816 | $6,321+1162.7% | $8,929+793.9% | $5,306+1404.2% |