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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 | $176,149 | $172,111+2.3% | $150,298+17.2% | $137,256+28.3% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 11.08% | 69.37%-58.3pp | 62.79%-51.7pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,895 | $4,636-37.6% | $4,154-30.3% | $4,156-30.4% |
| Participant deferral / active EE | $8,642 | $6,166+40.2% | $5,453+58.5% | $6,407+34.9% |
| Admin fee / account holder | $3,985 | $16,471-75.8% | $14,116-71.8% | $12,270-67.5% |