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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 | $191,817 | $154,228+24.4% | $145,433+31.9% | $137,256+39.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 7.72% | 74.59%-66.9pp | 66.58%-58.9pp | 220.34%-212.6pp |
| Employer contribution / active EE | $2,266 | $4,804-52.8% | $4,554-50.2% | $4,156-45.5% |
| Participant deferral / active EE | $4,087 | $8,216-50.3% | $7,897-48.3% | $6,407-36.2% |
| Admin fee / account holder | $729 | $14,344-94.9% | $13,129-94.4% | $12,270-94.1% |