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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 | $156,398+34.2% | $147,318+42.5% | $138,895+51.1% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 8.23% | 78.75%-70.5pp | 70.43%-62.2pp | 145.39%-137.2pp |
| Employer contribution / active EE | $3,857 | $4,853-20.5% | $4,593-16.0% | $4,194-8.1% |
| Participant deferral / active EE | $4,770 | $8,237-42.1% | $7,906-39.7% | $6,396-25.4% |
| Admin fee / account holder | $3,506 | $14,976-76.6% | $13,708-74.4% | $12,562-72.1% |