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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 | $247,736 | $162,136+52.8% | $152,301+62.7% | $154,746+60.1% |
| Participation rate | 56.3% | 84.1%-27.9pp | 82.4%-26.2pp | 80.7%-24.5pp |
| Annual return | 10.11% | 91.02%-80.9pp | 80.50%-70.4pp | 172.34%-162.2pp |
| Employer contribution / active EE | $2,366 | $4,890-51.6% | $4,624-48.8% | $4,379-46.0% |
| Participant deferral / active EE | $6,547 | $8,341-21.5% | $8,004-18.2% | $6,730-2.7% |
| Admin fee / account holder | $2,512 | $15,759-84.1% | $14,398-82.6% | $14,365-82.5% |