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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 | $236,512 | $162,136+45.9% | $152,301+55.3% | $154,746+52.8% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 6.91% | 91.02%-84.1pp | 80.50%-73.6pp | 172.34%-165.4pp |
| Employer contribution / active EE | $1,750 | $4,890-64.2% | $4,624-62.2% | $4,379-60.0% |
| Participant deferral / active EE | $10,167 | $8,341+21.9% | $8,004+27.0% | $6,730+51.1% |
| Admin fee / account holder | $1,165 | $15,759-92.6% | $14,398-91.9% | $14,365-91.9% |