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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 | $227,956 | $209,336+8.9% | $197,124+15.6% | $137,256+66.1% |
| Participation rate | 40.0% | 87.3%-47.3pp | 86.7%-46.7pp | 80.0%-40.0pp |
| Annual return | 10.85% | 48.09%-37.2pp | 44.34%-33.5pp | 220.34%-209.5pp |
| Employer contribution / active EE | $2,385 | $6,591-63.8% | $6,227-61.7% | $4,156-42.6% |
| Participant deferral / active EE | $5,688 | $9,614-40.8% | $9,135-37.7% | $6,407-11.2% |
| Admin fee / account holder | $2,356 | $17,308-86.4% | $16,298-85.5% | $12,270-80.8% |