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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 | $217,679 | $162,136+34.3% | $152,301+42.9% | $154,746+40.7% |
| Participation rate | 63.6% | 84.1%-20.5pp | 82.4%-18.8pp | 80.7%-17.1pp |
| Annual return | 11.35% | 91.02%-79.7pp | 80.50%-69.2pp | 172.34%-161.0pp |
| Employer contribution / active EE | $1,534 | $4,890-68.6% | $4,624-66.8% | $4,379-65.0% |
| Participant deferral / active EE | $3,689 | $8,341-55.8% | $8,004-53.9% | $6,730-45.2% |
| Admin fee / account holder | $29,510 | $15,759+87.3% | $14,398+105.0% | $14,365+105.4% |