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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 | $226,118 | $162,136+39.5% | $152,301+48.5% | $154,746+46.1% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 7.60% | 91.02%-83.4pp | 80.50%-72.9pp | 172.34%-164.7pp |
| Employer contribution / active EE | $1,565 | $4,890-68.0% | $4,624-66.2% | $4,379-64.3% |
| Participant deferral / active EE | $11,750 | $8,341+40.9% | $8,004+46.8% | $6,730+74.6% |
| Admin fee / account holder | $1,547 | $15,759-90.2% | $14,398-89.3% | $14,365-89.2% |