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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 | $211,734 | $182,442+16.1% | $163,379+29.6% | $138,895+52.4% |
| Participation rate | 30.0% | 79.8%-49.8pp | 76.8%-46.8pp | 79.9%-49.9pp |
| Annual return | 9.77% | 72.74%-63.0pp | 63.41%-53.6pp | 145.39%-135.6pp |
| Employer contribution / active EE | $1,768 | $4,159-57.5% | $3,752-52.9% | $4,194-57.8% |
| Participant deferral / active EE | $3,220 | $6,817-52.8% | $6,282-48.7% | $6,396-49.7% |
| Admin fee / account holder | $5,342 | $10,396-48.6% | $9,818-45.6% | $12,562-57.5% |