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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 | $234,795 | $178,174+31.8% | $156,181+50.3% | $137,256+71.1% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 8.22% | 84.19%-76.0pp | 64.87%-56.7pp | 220.34%-212.1pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $14,800 | $6,888+114.9% | $6,132+141.3% | $6,407+131.0% |
| Admin fee / account holder | $2,485 | $17,404-85.7% | $14,586-83.0% | $12,270-79.7% |