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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 | $199,109+7.0% | $173,730+22.7% | $154,746+37.7% |
| Participation rate | 61.5% | 82.8%-21.3pp | 79.6%-18.0pp | 80.7%-19.2pp |
| Annual return | 6.09% | 20.02%-13.9pp | 19.96%-13.9pp | 172.34%-166.2pp |
| Employer contribution / active EE | $1,936 | $5,311-63.5% | $4,577-57.7% | $4,379-55.8% |
| Participant deferral / active EE | $3,249 | $7,113-54.3% | $6,326-48.6% | $6,730-51.7% |
| Admin fee / account holder | $38,962 | $20,916+86.3% | $17,523+122.3% | $14,365+171.2% |