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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 | $207,938 | $172,111+20.8% | $150,298+38.4% | $137,256+51.5% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 8.88% | 69.37%-60.5pp | 62.79%-53.9pp | 220.34%-211.5pp |
| Employer contribution / active EE | $3,505 | $4,636-24.4% | $4,154-15.6% | $4,156-15.7% |
| Participant deferral / active EE | $5,380 | $6,166-12.7% | $5,453-1.3% | $6,407-16.0% |
| Admin fee / account holder | $998 | $16,471-93.9% | $14,116-92.9% | $12,270-91.9% |