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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 | $185,312+14.3% | $161,489+31.1% | $154,746+36.8% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 7.44% | 103.84%-96.4pp | 89.72%-82.3pp | 172.34%-164.9pp |
| Employer contribution / active EE | $1,712 | $4,769-64.1% | $4,268-59.9% | $4,379-60.9% |
| Participant deferral / active EE | $3,422 | $6,350-46.1% | $5,630-39.2% | $6,730-49.2% |
| Admin fee / account holder | $4,570 | $18,654-75.5% | $16,006-71.4% | $14,365-68.2% |