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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 | $209,911 | $154,228+36.1% | $145,433+44.3% | $137,256+52.9% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 8.23% | 74.59%-66.4pp | 66.58%-58.3pp | 220.34%-212.1pp |
| Employer contribution / active EE | $3,857 | $4,804-19.7% | $4,554-15.3% | $4,156-7.2% |
| Participant deferral / active EE | $4,770 | $8,216-41.9% | $7,897-39.6% | $6,407-25.5% |
| Admin fee / account holder | $3,506 | $14,344-75.6% | $13,129-73.3% | $12,270-71.4% |