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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 | $217,573 | $201,372+8.0% | $184,260+18.1% | $145,884+49.1% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 7.51% | 29.04%-21.5pp | 28.84%-21.3pp | 551.85%-544.3pp |
| Employer contribution / active EE | $1,934 | $7,024-72.5% | $6,427-69.9% | $4,662-58.5% |
| Participant deferral / active EE | $3,873 | $9,808-60.5% | $9,133-57.6% | $6,690-42.1% |
| Admin fee / account holder | $10,848 | $16,362-33.7% | $13,898-21.9% | $13,392-19.0% |