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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 | $227,146 | $162,136+40.1% | $152,301+49.1% | $154,746+46.8% |
| Participation rate | 69.2% | 84.1%-14.9pp | 82.4%-13.2pp | 80.7%-11.5pp |
| Annual return | 11.29% | 91.02%-79.7pp | 80.50%-69.2pp | 172.34%-161.0pp |
| Employer contribution / active EE | $1,260 | $4,890-74.2% | $4,624-72.8% | $4,379-71.2% |
| Participant deferral / active EE | $2,850 | $8,341-65.8% | $8,004-64.4% | $6,730-57.7% |
| Admin fee / account holder | $45,877 | $15,759+191.1% | $14,398+218.6% | $14,365+219.4% |