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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 | $193,048 | $182,442+5.8% | $163,379+18.2% | $138,895+39.0% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 9.82% | 72.74%-62.9pp | 63.41%-53.6pp | 145.39%-135.6pp |
| Employer contribution / active EE | $744 | $4,159-82.1% | $3,752-80.2% | $4,194-82.3% |
| Participant deferral / active EE | $1,859 | $6,817-72.7% | $6,282-70.4% | $6,396-70.9% |
| Admin fee / account holder | $1,532 | $10,396-85.3% | $9,818-84.4% | $12,562-87.8% |