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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 | $169,654 | $154,228+10.0% | $145,433+16.7% | $137,256+23.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 8.18% | 74.59%-66.4pp | 66.58%-58.4pp | 220.34%-212.2pp |
| Employer contribution / active EE | $2,399 | $4,804-50.1% | $4,554-47.3% | $4,156-42.3% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,747 | $14,344-87.8% | $13,129-86.7% | $12,270-85.8% |