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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 | $156,398+58.4% | $147,318+68.2% | $138,895+78.4% |
| Participation rate | 56.3% | 83.8%-27.5pp | 82.1%-25.8pp | 79.9%-23.7pp |
| Annual return | 10.11% | 78.75%-68.6pp | 70.43%-60.3pp | 145.39%-135.3pp |
| Employer contribution / active EE | $2,366 | $4,853-51.2% | $4,593-48.5% | $4,194-43.6% |
| Participant deferral / active EE | $6,547 | $8,237-20.5% | $7,906-17.2% | $6,396+2.3% |
| Admin fee / account holder | $2,512 | $14,976-83.2% | $13,708-81.7% | $12,562-80.0% |