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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 | $211,524 | $162,136+30.5% | $152,301+38.9% | $154,746+36.7% |
| Participation rate | 38.9% | 84.1%-45.2pp | 82.4%-43.6pp | 80.7%-41.8pp |
| Annual return | 10.20% | 91.02%-80.8pp | 80.50%-70.3pp | 172.34%-162.1pp |
| Employer contribution / active EE | $1,085 | $4,890-77.8% | $4,624-76.5% | $4,379-75.2% |
| Participant deferral / active EE | $3,863 | $8,341-53.7% | $8,004-51.7% | $6,730-42.6% |
| Admin fee / account holder | $10,114 | $15,759-35.8% | $14,398-29.8% | $14,365-29.6% |