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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 | $235,705 | $65,367+260.6% | $92,915+153.7% | $72,976+223.0% |
| Participation rate | 63.6% | 68.3%-4.7pp | 76.0%-12.4pp | 69.5%-5.9pp |
| Annual return | 14.06% | 42.11%-28.0pp | 109.45%-95.4pp | 81.02%-67.0pp |
| Employer contribution / active EE | $3,570 | $2,594+37.7% | $3,653-2.3% | $2,440+46.3% |
| Participant deferral / active EE | $8,881 | $3,128+183.9% | $4,238+109.5% | $3,608+146.2% |
| Admin fee / account holder | $14,778 | $4,251+247.6% | $5,796+155.0% | $5,124+188.4% |