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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 | $239,126 | $162,967+46.7% | $135,792+76.1% | $138,895+72.2% |
| Participation rate | 61.5% | 78.3%-16.8pp | 72.6%-11.1pp | 79.9%-18.4pp |
| Annual return | 8.01% | 30.08%-22.1pp | 25.96%-17.9pp | 145.39%-137.4pp |
| Employer contribution / active EE | $2,535 | $4,211-39.8% | $3,496-27.5% | $4,194-39.6% |
| Participant deferral / active EE | $3,703 | $5,640-34.3% | $4,759-22.2% | $6,396-42.1% |
| Admin fee / account holder | $63,371 | $15,306+314.0% | $12,266+416.7% | $12,562+404.5% |