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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 | $199,586 | $183,592+8.7% | $155,574+28.3% | $145,877+36.8% |
| Participation rate | 46.2% | 82.7%-36.5pp | 78.2%-32.1pp | 80.3%-34.1pp |
| Annual return | 8.38% | 61.37%-53.0pp | 64.87%-56.5pp | 551.28%-542.9pp |
| Employer contribution / active EE | $1,181 | $5,317-77.8% | $4,676-74.7% | $4,663-74.7% |
| Participant deferral / active EE | $5,579 | $6,466-13.7% | $5,629-0.9% | $6,691-16.6% |
| Admin fee / account holder | $1,615 | $19,316-91.6% | $15,914-89.9% | $13,402-88.0% |