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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 | $193,525 | $178,174+8.6% | $156,181+23.9% | $137,256+41.0% |
| Participation rate | 41.2% | 82.0%-40.9pp | 78.8%-37.7pp | 80.0%-38.8pp |
| Annual return | 8.23% | 84.19%-76.0pp | 64.87%-56.6pp | 220.34%-212.1pp |
| Employer contribution / active EE | $2,449 | $4,972-50.7% | $4,294-43.0% | $4,156-41.1% |
| Participant deferral / active EE | $4,134 | $6,888-40.0% | $6,132-32.6% | $6,407-35.5% |
| Admin fee / account holder | $16,632 | $17,404-4.4% | $14,586+14.0% | $12,270+35.5% |