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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 | $199,109+17.9% | $173,730+35.1% | $154,746+51.7% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 8.22% | 20.02%-11.8pp | 19.96%-11.7pp | 172.34%-164.1pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,800 | $7,113+108.1% | $6,326+133.9% | $6,730+119.9% |
| Admin fee / account holder | $2,485 | $20,916-88.1% | $17,523-85.8% | $14,365-82.7% |