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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 | $211,147 | $183,592+15.0% | $155,567+35.7% | $145,959+44.7% |
| Participation rate | 56.3% | 82.7%-26.4pp | 78.2%-21.9pp | 80.3%-24.0pp |
| Annual return | 7.53% | 61.24%-53.7pp | 64.74%-57.2pp | 561.95%-554.4pp |
| Employer contribution / active EE | $1,734 | $5,315-67.4% | $4,674-62.9% | $4,661-62.8% |
| Participant deferral / active EE | $4,871 | $6,464-24.7% | $5,628-13.5% | $6,689-27.2% |
| Admin fee / account holder | $1,404 | $19,318-92.7% | $15,916-91.2% | $13,398-89.5% |