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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 | $212,515 | $165,912+28.1% | $122,342+73.7% | $147,585+44.0% |
| Participation rate | 66.7% | 79.6%-12.9pp | 71.6%-5.0pp | 82.8%-16.2pp |
| Annual return | 4.03% | 34.55%-30.5pp | 30.28%-26.2pp | 578.57%-574.5pp |
| Employer contribution / active EE | $3,133 | $5,754-45.5% | $4,051-22.7% | $4,876-35.7% |
| Participant deferral / active EE | $3,133 | $4,005-21.8% | $3,287-4.7% | $5,439-42.4% |
| Admin fee / account holder | $8,518 | $7,424+14.7% | $5,478+55.5% | $10,885-21.8% |