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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 | $185,339 | $162,136+14.3% | $152,301+21.7% | $154,746+19.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 6.30% | 91.02%-84.7pp | 80.50%-74.2pp | 172.34%-166.0pp |
| Employer contribution / active EE | $1,000 | $4,890-79.6% | $4,624-78.4% | $4,379-77.2% |
| Participant deferral / active EE | $11,750 | $8,341+40.9% | $8,004+46.8% | $6,730+74.6% |
| Admin fee / account holder | $1,325 | $15,759-91.6% | $14,398-90.8% | $14,365-90.8% |