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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 | $174,379+34.0% | $152,093+53.7% | $138,895+68.3% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 6.43% | 74.86%-68.4pp | 66.36%-59.9pp | 145.39%-139.0pp |
| Employer contribution / active EE | $2,716 | $4,652-41.6% | $4,175-35.0% | $4,194-35.3% |
| Participant deferral / active EE | $6,991 | $6,159+13.5% | $5,451+28.2% | $6,396+9.3% |
| Admin fee / account holder | $30,728 | $16,880+82.0% | $14,497+112.0% | $12,562+144.6% |