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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 | $227,222 | $172,111+32.0% | $150,298+51.2% | $137,256+65.5% |
| Participation rate | 53.8% | 81.7%-27.9pp | 77.8%-23.9pp | 80.0%-26.1pp |
| Annual return | 9.52% | 69.37%-59.9pp | 62.79%-53.3pp | 220.34%-210.8pp |
| Employer contribution / active EE | $3,173 | $4,636-31.6% | $4,154-23.6% | $4,156-23.7% |
| Participant deferral / active EE | $5,754 | $6,166-6.7% | $5,453+5.5% | $6,407-10.2% |
| Admin fee / account holder | $10,338 | $16,471-37.2% | $14,116-26.8% | $12,270-15.7% |