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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 | $213,706 | $185,312+15.3% | $161,489+32.3% | $154,746+38.1% |
| Participation rate | 68.8% | 82.5%-13.7pp | 78.7%-9.9pp | 80.7%-12.0pp |
| Annual return | 5.92% | 103.84%-97.9pp | 89.72%-83.8pp | 172.34%-166.4pp |
| Employer contribution / active EE | $1,853 | $4,769-61.1% | $4,268-56.6% | $4,379-57.7% |
| Participant deferral / active EE | $3,876 | $6,350-39.0% | $5,630-31.2% | $6,730-42.4% |
| Admin fee / account holder | $1,181 | $18,654-93.7% | $16,006-92.6% | $14,365-91.8% |