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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 | $222,545 | $154,228+44.3% | $145,433+53.0% | $137,256+62.1% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 10.37% | 74.59%-64.2pp | 66.58%-56.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $2,466 | $4,804-48.7% | $4,554-45.8% | $4,156-40.7% |
| Participant deferral / active EE | $12,211 | $8,216+48.6% | $7,897+54.6% | $6,407+90.6% |
| Admin fee / account holder | $580,652 | $14,344+3948.2% | $13,129+4322.7% | $12,270+4632.2% |