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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 | $220,558 | $185,905+18.6% | $170,057+29.7% | $139,487+58.1% |
| Participation rate | 53.8% | 87.8%-33.9pp | 87.0%-33.2pp | 80.3%-26.5pp |
| Annual return | 7.29% | 60.56%-53.3pp | 53.42%-46.1pp | 373.84%-366.6pp |
| Employer contribution / active EE | $1,856 | $7,597-75.6% | $6,790-72.7% | $4,755-61.0% |
| Participant deferral / active EE | $4,410 | $11,627-62.1% | $10,411-57.6% | $6,713-34.3% |
| Admin fee / account holder | $3,047 | $15,397-80.2% | $12,826-76.2% | $11,407-73.3% |