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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 | $244,358 | $155,555+57.1% | $146,866+66.4% | $155,188+57.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 10.53% | 115.41%-104.9pp | 102.85%-92.3pp | 148.84%-138.3pp |
| Employer contribution / active EE | $5,840 | $4,647+25.7% | $4,425+32.0% | $4,248+37.5% |
| Participant deferral / active EE | $8,950 | $8,044+11.3% | $7,759+15.3% | $6,531+37.0% |
| Admin fee / account holder | $9,748 | $14,755-33.9% | $13,620-28.4% | $14,480-32.7% |