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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 | $156,398+56.2% | $147,318+65.9% | $138,895+75.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 10.53% | 78.75%-68.2pp | 70.43%-59.9pp | 145.39%-134.9pp |
| Employer contribution / active EE | $5,840 | $4,853+20.3% | $4,593+27.1% | $4,194+39.2% |
| Participant deferral / active EE | $8,950 | $8,237+8.6% | $7,906+13.2% | $6,396+39.9% |
| Admin fee / account holder | $9,748 | $14,976-34.9% | $13,708-28.9% | $12,562-22.4% |