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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 | $233,706 | $172,111+35.8% | $150,298+55.5% | $137,256+70.3% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 6.43% | 69.37%-62.9pp | 62.79%-56.4pp | 220.34%-213.9pp |
| Employer contribution / active EE | $2,716 | $4,636-41.4% | $4,154-34.6% | $4,156-34.7% |
| Participant deferral / active EE | $6,991 | $6,166+13.4% | $5,453+28.2% | $6,407+9.1% |
| Admin fee / account holder | $30,728 | $16,471+86.6% | $14,116+117.7% | $12,270+150.4% |