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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 | $201,372+8.8% | $184,260+18.9% | $145,884+50.2% |
| Participation rate | 42.9% | 87.5%-44.6pp | 86.8%-44.0pp | 80.3%-37.4pp |
| Annual return | 7.90% | 29.04%-21.1pp | 28.84%-20.9pp | 551.85%-544.0pp |
| Employer contribution / active EE | $2,657 | $7,024-62.2% | $6,427-58.7% | $4,662-43.0% |
| Participant deferral / active EE | $9,623 | $9,808-1.9% | $9,133+5.4% | $6,690+43.8% |
| Admin fee / account holder | $5,668 | $16,362-65.4% | $13,898-59.2% | $13,392-57.7% |