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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 | $195,454 | $217,427-10.1% | $185,837+5.2% | $167,518+16.7% |
| Participation rate | 33.3% | 86.0%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 4.45% | 148.39%-143.9pp | 122.08%-117.6pp | 478.71%-474.3pp |
| Employer contribution / active EE | $2,400 | $5,874-59.1% | $5,168-53.6% | $4,838-50.4% |
| Participant deferral / active EE | $4,200 | $6,357-33.9% | $5,568-24.6% | $6,342-33.8% |
| Admin fee / account holder | $2,618 | $19,816-86.8% | $16,241-83.9% | $12,312-78.7% |