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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 | $248,907 | $172,111+44.6% | $150,298+65.6% | $137,256+81.3% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 8.73% | 69.37%-60.6pp | 62.79%-54.1pp | 220.34%-211.6pp |
| Employer contribution / active EE | $3,457 | $4,636-25.4% | $4,154-16.8% | $4,156-16.8% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $54,005 | $16,471+227.9% | $14,116+282.6% | $12,270+340.1% |