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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 | $249,359 | $209,336+19.1% | $197,124+26.5% | $137,256+81.7% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 6.53% | 48.09%-41.6pp | 44.34%-37.8pp | 220.34%-213.8pp |
| Employer contribution / active EE | $7,835 | $6,591+18.9% | $6,227+25.8% | $4,156+88.5% |
| Participant deferral / active EE | $3,714 | $9,614-61.4% | $9,135-59.3% | $6,407-42.0% |
| Admin fee / account holder | $12,597 | $17,308-27.2% | $16,298-22.7% | $12,270+2.7% |