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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 | $208,854 | $210,908-1.0% | $153,643+35.9% | $145,884+43.2% |
| Participation rate | 69.2% | 82.1%-12.9pp | 77.1%-7.9pp | 80.3%-11.1pp |
| Annual return | 4.88% | 13.46%-8.6pp | 15.71%-10.8pp | 551.85%-547.0pp |
| Employer contribution / active EE | $1,924 | $6,055-68.2% | $5,039-61.8% | $4,662-58.7% |
| Participant deferral / active EE | $6,631 | $7,976-16.9% | $6,754-1.8% | $6,690-0.9% |
| Admin fee / account holder | $2,608 | $19,477-86.6% | $12,739-79.5% | $13,392-80.5% |