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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 | $181,062+4.1% | $158,223+19.1% | $155,188+21.4% |
| Participation rate | 29.2% | 82.7%-53.5pp | 79.2%-50.0pp | 80.8%-51.6pp |
| Annual return | 8.19% | 57.39%-49.2pp | 52.09%-43.9pp | 148.84%-140.6pp |
| Employer contribution / active EE | $2,244 | $4,565-50.8% | $4,109-45.4% | $4,248-47.2% |
| Participant deferral / active EE | $6,269 | $6,134+2.2% | $5,467+14.7% | $6,531-4.0% |
| Admin fee / account holder | $156,534 | $18,825+731.5% | $16,047+875.5% | $14,480+981.1% |