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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 | $196,100 | $154,228+27.1% | $145,433+34.8% | $137,256+42.9% |
| Participation rate | 61.5% | 83.8%-22.3pp | 82.1%-20.6pp | 80.0%-18.4pp |
| Annual return | 11.72% | 74.59%-62.9pp | 66.58%-54.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $2,090 | $4,804-56.5% | $4,554-54.1% | $4,156-49.7% |
| Participant deferral / active EE | $8,469 | $8,216+3.1% | $7,897+7.2% | $6,407+32.2% |
| Admin fee / account holder | $94,680 | $14,344+560.1% | $13,129+621.2% | $12,270+671.6% |