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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 | $155,555+19.1% | $146,866+26.2% | $155,188+19.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 6.30% | 115.41%-109.1pp | 102.85%-96.6pp | 148.84%-142.5pp |
| Employer contribution / active EE | $1,000 | $4,647-78.5% | $4,425-77.4% | $4,248-76.5% |
| Participant deferral / active EE | $11,750 | $8,044+46.1% | $7,759+51.4% | $6,531+79.9% |
| Admin fee / account holder | $1,325 | $14,755-91.0% | $13,620-90.3% | $14,480-90.8% |