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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 | $239,220 | $156,398+53.0% | $147,318+62.4% | $138,895+72.2% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.5pp | 79.9%-25.4pp |
| Annual return | 11.47% | 78.75%-67.3pp | 70.43%-59.0pp | 145.39%-133.9pp |
| Employer contribution / active EE | $2,684 | $4,853-44.7% | $4,593-41.6% | $4,194-36.0% |
| Participant deferral / active EE | $10,189 | $8,237+23.7% | $7,906+28.9% | $6,396+59.3% |
| Admin fee / account holder | $8,852 | $14,976-40.9% | $13,708-35.4% | $12,562-29.5% |