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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 | $245,102 | $178,174+37.6% | $156,181+56.9% | $137,256+78.6% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.8%-20.5pp | 80.0%-21.6pp |
| Annual return | 9.76% | 84.19%-74.4pp | 64.87%-55.1pp | 220.34%-210.6pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,158 | $6,888-68.7% | $6,132-64.8% | $6,407-66.3% |
| Admin fee / account holder | $33,347 | $17,404+91.6% | $14,586+128.6% | $12,270+171.8% |