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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 | $207,411 | $209,336-0.9% | $197,124+5.2% | $137,256+51.1% |
| Participation rate | 55.6% | 87.3%-31.7pp | 86.7%-31.2pp | 80.0%-24.4pp |
| Annual return | 10.87% | 48.09%-37.2pp | 44.34%-33.5pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,594 | $6,591-75.8% | $6,227-74.4% | $4,156-61.6% |
| Participant deferral / active EE | $3,743 | $9,614-61.1% | $9,135-59.0% | $6,407-41.6% |
| Admin fee / account holder | $54,445 | $17,308+214.6% | $16,298+234.1% | $12,270+343.7% |