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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 | $243,811 | $239,571+1.8% | $183,328+33.0% | $137,256+77.6% |
| Participation rate | 69.2% | 82.4%-13.2pp | 77.3%-8.1pp | 80.0%-10.7pp |
| Annual return | 5.76% | 35.69%-29.9pp | 29.67%-23.9pp | 220.34%-214.6pp |
| Employer contribution / active EE | $1,920 | $6,148-68.8% | $5,055-62.0% | $4,156-53.8% |
| Participant deferral / active EE | $6,607 | $7,995-17.4% | $6,795-2.8% | $6,407+3.1% |
| Admin fee / account holder | $4,738 | $30,059-84.2% | $21,427-77.9% | $12,270-61.4% |