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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 | $215,607 | $183,539+17.5% | $155,556+38.6% | $145,897+47.8% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 7.37% | 61.31%-53.9pp | 64.84%-57.5pp | 552.29%-544.9pp |
| Employer contribution / active EE | $3,308 | $5,315-37.8% | $4,675-29.2% | $4,663-29.0% |
| Participant deferral / active EE | $5,076 | $6,467-21.5% | $5,631-9.9% | $6,689-24.1% |
| Admin fee / account holder | $93,173 | $19,275+383.4% | $15,885+486.5% | $13,390+595.8% |