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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 | $160,659 | $154,228+4.2% | $145,433+10.5% | $137,256+17.1% |
| Participation rate | 30.0% | 83.8%-53.8pp | 82.1%-52.1pp | 80.0%-50.0pp |
| Annual return | 4.51% | 74.59%-70.1pp | 66.58%-62.1pp | 220.34%-215.8pp |
| Employer contribution / active EE | $1,244 | $4,804-74.1% | $4,554-72.7% | $4,156-70.1% |
| Participant deferral / active EE | $2,462 | $8,216-70.0% | $7,897-68.8% | $6,407-61.6% |
| Admin fee / account holder | $7,673 | $14,344-46.5% | $13,129-41.6% | $12,270-37.5% |