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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 | $208,009 | $152,619+36.3% | $125,195+66.1% | $152,909+36.0% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 4.87% | 54.85%-50.0pp | 43.79%-38.9pp | 345.46%-340.6pp |
| Employer contribution / active EE | $5,333 | $4,947+7.8% | $3,866+38.0% | $4,764+12.0% |
| Participant deferral / active EE | $14,250 | $5,869+142.8% | $4,937+188.6% | $5,851+143.5% |
| Admin fee / account holder | $1,720 | $13,437-87.2% | $9,704-82.3% | $11,601-85.2% |