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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 | $216,458 | $201,372+7.5% | $184,260+17.5% | $145,884+48.4% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 9.09% | 29.04%-20.0pp | 28.84%-19.8pp | 551.85%-542.8pp |
| Employer contribution / active EE | $2,976 | $7,024-57.6% | $6,427-53.7% | $4,662-36.2% |
| Participant deferral / active EE | $5,584 | $9,808-43.1% | $9,133-38.9% | $6,690-16.5% |
| Admin fee / account holder | $24,458 | $16,362+49.5% | $13,898+76.0% | $13,392+82.6% |