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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 | $202,090 | $156,398+29.2% | $147,318+37.2% | $138,895+45.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 11.72% | 78.75%-67.0pp | 70.43%-58.7pp | 145.39%-133.7pp |
| Employer contribution / active EE | $1,800 | $4,853-62.9% | $4,593-60.8% | $4,194-57.1% |
| Participant deferral / active EE | $5,850 | $8,237-29.0% | $7,906-26.0% | $6,396-8.5% |
| Admin fee / account holder | $2,820 | $14,976-81.2% | $13,708-79.4% | $12,562-77.6% |