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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 | $211,124 | $185,312+13.9% | $161,489+30.7% | $154,746+36.4% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.7%-15.1pp | 80.7%-17.1pp |
| Annual return | 8.24% | 103.84%-95.6pp | 89.72%-81.5pp | 172.34%-164.1pp |
| Employer contribution / active EE | $1,029 | $4,769-78.4% | $4,268-75.9% | $4,379-76.5% |
| Participant deferral / active EE | $2,181 | $6,350-65.7% | $5,630-61.3% | $6,730-67.6% |
| Admin fee / account holder | $139,286 | $18,654+646.7% | $16,006+770.2% | $14,365+869.6% |