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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 | $173,643 | $154,228+12.6% | $145,433+19.4% | $137,256+26.5% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 11.42% | 74.59%-63.2pp | 66.58%-55.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,143 | $4,804-76.2% | $4,554-74.9% | $4,156-72.5% |
| Participant deferral / active EE | $4,540 | $8,216-44.7% | $7,897-42.5% | $6,407-29.1% |
| Admin fee / account holder | $16,394 | $14,344+14.3% | $13,129+24.9% | $12,270+33.6% |