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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 | $219,059 | $201,259+8.8% | $184,200+18.9% | $145,959+50.1% |
| Participation rate | 42.9% | 87.5%-44.6pp | 86.8%-44.0pp | 80.3%-37.4pp |
| Annual return | 7.90% | 28.98%-21.1pp | 28.80%-20.9pp | 561.95%-554.1pp |
| Employer contribution / active EE | $2,657 | $7,018-62.1% | $6,424-58.6% | $4,661-43.0% |
| Participant deferral / active EE | $9,623 | $9,806-1.9% | $9,132+5.4% | $6,689+43.9% |
| Admin fee / account holder | $5,668 | $16,372-65.4% | $13,907-59.2% | $13,398-57.7% |