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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 | $196,935 | $174,379+12.9% | $152,093+29.5% | $138,895+41.8% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 8.73% | 74.86%-66.1pp | 66.36%-57.6pp | 145.39%-136.7pp |
| Employer contribution / active EE | $1,200 | $4,652-74.2% | $4,175-71.3% | $4,194-71.4% |
| Participant deferral / active EE | $2,532 | $6,159-58.9% | $5,451-53.6% | $6,396-60.4% |
| Admin fee / account holder | $45,592 | $16,880+170.1% | $14,497+214.5% | $12,562+262.9% |