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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 | $178,174+33.1% | $156,181+51.9% | $137,256+72.8% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.8%-38.8pp | 80.0%-40.0pp |
| Annual return | 4.08% | 84.19%-80.1pp | 64.87%-60.8pp | 220.34%-216.3pp |
| Employer contribution / active EE | $3,433 | $4,972-30.9% | $4,294-20.0% | $4,156-17.4% |
| Participant deferral / active EE | $9,694 | $6,888+40.7% | $6,132+58.1% | $6,407+51.3% |
| Admin fee / account holder | $13,480 | $17,404-22.5% | $14,586-7.6% | $12,270+9.9% |