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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 | $169,220 | $162,136+4.4% | $152,301+11.1% | $154,746+9.4% |
| Participation rate | 43.8% | 84.1%-40.4pp | 82.4%-38.7pp | 80.7%-37.0pp |
| Annual return | 11.02% | 91.02%-80.0pp | 80.50%-69.5pp | 172.34%-161.3pp |
| Employer contribution / active EE | $1,681 | $4,890-65.6% | $4,624-63.7% | $4,379-61.6% |
| Participant deferral / active EE | $4,182 | $8,341-49.9% | $8,004-47.7% | $6,730-37.9% |
| Admin fee / account holder | $1,647 | $15,759-89.6% | $14,398-88.6% | $14,365-88.5% |