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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 | $198,055 | $154,228+28.4% | $145,433+36.2% | $137,256+44.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 12.05% | 74.59%-62.5pp | 66.58%-54.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $4,504 | $4,804-6.2% | $4,554-1.1% | $4,156+8.4% |
| Participant deferral / active EE | $9,952 | $8,216+21.1% | $7,897+26.0% | $6,407+55.3% |
| Admin fee / account holder | $2,288 | $14,344-84.0% | $13,129-82.6% | $12,270-81.4% |