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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 | $167,683 | $156,398+7.2% | $147,318+13.8% | $138,895+20.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 7.31% | 78.75%-71.4pp | 70.43%-63.1pp | 145.39%-138.1pp |
| Employer contribution / active EE | $8,529 | $4,853+75.7% | $4,593+85.7% | $4,194+103.4% |
| Participant deferral / active EE | $10,220 | $8,237+24.1% | $7,906+29.3% | $6,396+59.8% |
| Admin fee / account holder | $53,910 | $14,976+260.0% | $13,708+293.3% | $12,562+329.1% |