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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 | $171,352 | $162,136+5.7% | $152,301+12.5% | $154,746+10.7% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 9.19% | 91.02%-81.8pp | 80.50%-71.3pp | 172.34%-163.2pp |
| Employer contribution / active EE | $9,598 | $4,890+96.3% | $4,624+107.6% | $4,379+119.2% |
| Participant deferral / active EE | $9,862 | $8,341+18.2% | $8,004+23.2% | $6,730+46.5% |
| Admin fee / account holder | $112,100 | $15,759+611.3% | $14,398+678.6% | $14,365+680.4% |