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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 | $183,539+8.7% | $155,556+28.3% | $145,897+36.8% |
| Participation rate | 46.2% | 82.7%-36.6pp | 78.2%-32.1pp | 80.3%-34.2pp |
| Annual return | 8.38% | 61.31%-52.9pp | 64.84%-56.5pp | 552.29%-543.9pp |
| Employer contribution / active EE | $1,181 | $5,315-77.8% | $4,675-74.7% | $4,663-74.7% |
| Participant deferral / active EE | $5,579 | $6,467-13.7% | $5,631-0.9% | $6,689-16.6% |
| Admin fee / account holder | $1,615 | $19,275-91.6% | $15,885-89.8% | $13,390-87.9% |