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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 | $188,403 | $172,111+9.5% | $150,298+25.4% | $137,256+37.3% |
| Participation rate | 29.2% | 81.7%-52.5pp | 77.8%-48.6pp | 80.0%-50.8pp |
| Annual return | 8.19% | 69.37%-61.2pp | 62.79%-54.6pp | 220.34%-212.1pp |
| Employer contribution / active EE | $2,244 | $4,636-51.6% | $4,154-46.0% | $4,156-46.0% |
| Participant deferral / active EE | $6,269 | $6,166+1.7% | $5,453+15.0% | $6,407-2.1% |
| Admin fee / account holder | $156,534 | $16,471+850.4% | $14,116+1008.9% | $12,270+1175.7% |