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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 | $237,222 | $184,014+28.9% | $161,149+47.2% | $138,895+70.8% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.8%-38.8pp | 79.9%-39.9pp |
| Annual return | 4.08% | 21.52%-17.4pp | 21.16%-17.1pp | 145.39%-141.3pp |
| Employer contribution / active EE | $3,433 | $5,055-32.1% | $4,360-21.3% | $4,194-18.1% |
| Participant deferral / active EE | $9,694 | $6,909+40.3% | $6,153+57.5% | $6,396+51.6% |
| Admin fee / account holder | $13,480 | $18,027-25.2% | $15,194-11.3% | $12,562+7.3% |