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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 | $212,942 | $91,559+132.6% | $133,971+58.9% | $79,852+166.7% |
| Participation rate | 63.6% | 73.3%-9.7pp | 79.8%-16.2pp | 69.6%-6.0pp |
| Annual return | 9.42% | 61.85%-52.4pp | 45.09%-35.7pp | 31.72%-22.3pp |
| Employer contribution / active EE | $2,962 | $2,384+24.3% | $3,919-24.4% | $2,471+19.9% |
| Participant deferral / active EE | $5,972 | $3,734+60.0% | $5,047+18.3% | $3,740+59.7% |
| Admin fee / account holder | $9,939 | $6,321+57.2% | $8,929+11.3% | $5,306+87.3% |