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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 | $156,398+22.6% | $147,318+30.2% | $138,895+38.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 7.72% | 78.75%-71.0pp | 70.43%-62.7pp | 145.39%-137.7pp |
| Employer contribution / active EE | $2,266 | $4,853-53.3% | $4,593-50.7% | $4,194-46.0% |
| Participant deferral / active EE | $4,087 | $8,237-50.4% | $7,906-48.3% | $6,396-36.1% |
| Admin fee / account holder | $729 | $14,976-95.1% | $13,708-94.7% | $12,562-94.2% |