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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 | $214,247 | $183,539+16.7% | $155,556+37.7% | $145,897+46.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 8.56% | 61.31%-52.7pp | 64.84%-56.3pp | 552.29%-543.7pp |
| Employer contribution / active EE | $6,902 | $5,315+29.9% | $4,675+47.6% | $4,663+48.0% |
| Participant deferral / active EE | $20,333 | $6,467+214.4% | $5,631+261.1% | $6,689+204.0% |
| Admin fee / account holder | $647 | $19,275-96.6% | $15,885-95.9% | $13,390-95.2% |