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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 | $219,022 | $172,111+27.3% | $150,298+45.7% | $137,256+59.6% |
| Participation rate | 69.2% | 81.7%-12.5pp | 77.8%-8.5pp | 80.0%-10.7pp |
| Annual return | 7.03% | 69.37%-62.3pp | 62.79%-55.8pp | 220.34%-213.3pp |
| Employer contribution / active EE | $3,775 | $4,636-18.6% | $4,154-9.1% | $4,156-9.2% |
| Participant deferral / active EE | $11,224 | $6,166+82.0% | $5,453+105.8% | $6,407+75.2% |
| Admin fee / account holder | $43,210 | $16,471+162.3% | $14,116+206.1% | $12,270+252.2% |