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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 | $211,742 | $172,111+23.0% | $150,298+40.9% | $137,256+54.3% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 7.44% | 69.37%-61.9pp | 62.79%-55.3pp | 220.34%-212.9pp |
| Employer contribution / active EE | $1,712 | $4,636-63.1% | $4,154-58.8% | $4,156-58.8% |
| Participant deferral / active EE | $3,422 | $6,166-44.5% | $5,453-37.2% | $6,407-46.6% |
| Admin fee / account holder | $4,570 | $16,471-72.3% | $14,116-67.6% | $12,270-62.8% |