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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 | $212,386+7.3% | $199,883+14.0% | $138,895+64.1% |
| Participation rate | 40.0% | 87.4%-47.4pp | 86.8%-46.8pp | 79.9%-39.9pp |
| Annual return | 10.85% | 47.75%-36.9pp | 43.81%-33.0pp | 145.39%-134.5pp |
| Employer contribution / active EE | $2,385 | $6,625-64.0% | $6,261-61.9% | $4,194-43.1% |
| Participant deferral / active EE | $5,688 | $9,617-40.9% | $9,138-37.8% | $6,396-11.1% |
| Admin fee / account holder | $2,356 | $18,233-87.1% | $17,268-86.4% | $12,562-81.2% |