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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 | $240,929 | $156,398+54.0% | $147,318+63.5% | $138,895+73.5% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 11.85% | 78.75%-66.9pp | 70.43%-58.6pp | 145.39%-133.5pp |
| Employer contribution / active EE | $1,870 | $4,853-61.5% | $4,593-59.3% | $4,194-55.4% |
| Participant deferral / active EE | $6,799 | $8,237-17.5% | $7,906-14.0% | $6,396+6.3% |
| Admin fee / account holder | $700 | $14,976-95.3% | $13,708-94.9% | $12,562-94.4% |