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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 | $203,377 | $178,174+14.1% | $156,181+30.2% | $137,256+48.2% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 9.44% | 84.19%-74.8pp | 64.87%-55.4pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,494 | $4,972-70.0% | $4,294-65.2% | $4,156-64.1% |
| Participant deferral / active EE | $4,726 | $6,888-31.4% | $6,132-22.9% | $6,407-26.2% |
| Admin fee / account holder | $2,130 | $17,404-87.8% | $14,586-85.4% | $12,270-82.6% |