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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 | $184,014+10.5% | $161,149+26.2% | $138,895+46.4% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.8%-18.8pp | 79.9%-19.9pp |
| Annual return | 9.44% | 21.52%-12.1pp | 21.16%-11.7pp | 145.39%-136.0pp |
| Employer contribution / active EE | $1,494 | $5,055-70.4% | $4,360-65.7% | $4,194-64.4% |
| Participant deferral / active EE | $4,726 | $6,909-31.6% | $6,153-23.2% | $6,396-26.1% |
| Admin fee / account holder | $2,130 | $18,027-88.2% | $15,194-86.0% | $12,562-83.0% |