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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 | $230,616 | $178,174+29.4% | $156,181+47.7% | $137,256+68.0% |
| Participation rate | 15.4% | 82.0%-66.7pp | 78.8%-63.4pp | 80.0%-64.6pp |
| Annual return | 9.34% | 84.19%-74.8pp | 64.87%-55.5pp | 220.34%-211.0pp |
| Employer contribution / active EE | $1,119 | $4,972-77.5% | $4,294-73.9% | $4,156-73.1% |
| Participant deferral / active EE | $2,260 | $6,888-67.2% | $6,132-63.1% | $6,407-64.7% |
| Admin fee / account holder | $31,713 | $17,404+82.2% | $14,586+117.4% | $12,270+158.5% |