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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 | $183,539+15.0% | $155,556+35.7% | $145,897+44.7% |
| Participation rate | 56.3% | 82.7%-26.5pp | 78.2%-22.0pp | 80.3%-24.1pp |
| Annual return | 7.53% | 61.31%-53.8pp | 64.84%-57.3pp | 552.29%-544.8pp |
| Employer contribution / active EE | $1,734 | $5,315-67.4% | $4,675-62.9% | $4,663-62.8% |
| Participant deferral / active EE | $4,871 | $6,467-24.7% | $5,631-13.5% | $6,689-27.2% |
| Admin fee / account holder | $1,404 | $19,275-92.7% | $15,885-91.2% | $13,390-89.5% |