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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 | $221,590 | $201,372+10.0% | $184,260+20.3% | $145,884+51.9% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 2.73% | 29.04%-26.3pp | 28.84%-26.1pp | 551.85%-549.1pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $15,250 | $9,808+55.5% | $9,133+67.0% | $6,690+128.0% |
| Admin fee / account holder | $14,600 | $16,362-10.8% | $13,898+5.1% | $13,392+9.0% |