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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 | $199,318 | $155,555+28.1% | $146,866+35.7% | $155,188+28.4% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.5%-53.9pp | 80.8%-52.2pp |
| Annual return | 4.45% | 115.41%-111.0pp | 102.85%-98.4pp | 148.84%-144.4pp |
| Employer contribution / active EE | $2,157 | $4,647-53.6% | $4,425-51.2% | $4,248-49.2% |
| Participant deferral / active EE | $4,837 | $8,044-39.9% | $7,759-37.7% | $6,531-25.9% |
| Admin fee / account holder | $20,749 | $14,755+40.6% | $13,620+52.3% | $14,480+43.3% |