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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 | $226,057 | $172,111+31.3% | $150,298+50.4% | $137,256+64.7% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 10.79% | 69.37%-58.6pp | 62.79%-52.0pp | 220.34%-209.5pp |
| Employer contribution / active EE | $3,174 | $4,636-31.5% | $4,154-23.6% | $4,156-23.6% |
| Participant deferral / active EE | $11,158 | $6,166+81.0% | $5,453+104.6% | $6,407+74.2% |
| Admin fee / account holder | $64,959 | $16,471+294.4% | $14,116+360.2% | $12,270+429.4% |