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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 | $154,228+9.7% | $145,433+16.4% | $137,256+23.3% |
| Participation rate | 43.8% | 83.8%-40.0pp | 82.1%-38.4pp | 80.0%-36.2pp |
| Annual return | 11.02% | 74.59%-63.6pp | 66.58%-55.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,681 | $4,804-65.0% | $4,554-63.1% | $4,156-59.6% |
| Participant deferral / active EE | $4,182 | $8,216-49.1% | $7,897-47.0% | $6,407-34.7% |
| Admin fee / account holder | $1,647 | $14,344-88.5% | $13,129-87.5% | $12,270-86.6% |