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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 | $245,102 | $184,014+33.2% | $161,149+52.1% | $138,895+76.5% |
| Participation rate | 58.3% | 82.1%-23.7pp | 78.8%-20.5pp | 79.9%-21.6pp |
| Annual return | 9.76% | 21.52%-11.8pp | 21.16%-11.4pp | 145.39%-135.6pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,158 | $6,909-68.8% | $6,153-64.9% | $6,396-66.3% |
| Admin fee / account holder | $33,347 | $18,027+85.0% | $15,194+119.5% | $12,562+165.5% |