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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 | $205,714 | $178,174+15.5% | $156,181+31.7% | $137,256+49.9% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.8%-21.7pp | 80.0%-22.8pp |
| Annual return | 9.36% | 84.19%-74.8pp | 64.87%-55.5pp | 220.34%-211.0pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,757 | $6,888-60.0% | $6,132-55.0% | $6,407-57.0% |
| Admin fee / account holder | $13,273 | $17,404-23.7% | $14,586-9.0% | $12,270+8.2% |