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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 | $213,102 | $178,174+19.6% | $156,181+36.4% | $137,256+55.3% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.8%-17.3pp | 80.0%-18.4pp |
| Annual return | 6.09% | 84.19%-78.1pp | 64.87%-58.8pp | 220.34%-214.2pp |
| Employer contribution / active EE | $1,936 | $4,972-61.1% | $4,294-54.9% | $4,156-53.4% |
| Participant deferral / active EE | $3,249 | $6,888-52.8% | $6,132-47.0% | $6,407-49.3% |
| Admin fee / account holder | $38,962 | $17,404+123.9% | $14,586+167.1% | $12,270+217.5% |