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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 | $213,925 | $155,555+37.5% | $146,866+45.7% | $155,188+37.8% |
| Participation rate | 58.8% | 84.0%-25.1pp | 82.5%-23.7pp | 80.8%-22.0pp |
| Annual return | 9.15% | 115.41%-106.3pp | 102.85%-93.7pp | 148.84%-139.7pp |
| Employer contribution / active EE | $1,024 | $4,647-78.0% | $4,425-76.9% | $4,248-75.9% |
| Participant deferral / active EE | $3,813 | $8,044-52.6% | $7,759-50.9% | $6,531-41.6% |
| Admin fee / account holder | $22,756 | $14,755+54.2% | $13,620+67.1% | $14,480+57.2% |