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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 | $193,096 | $156,398+23.5% | $147,318+31.1% | $138,895+39.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 11.99% | 78.75%-66.8pp | 70.43%-58.4pp | 145.39%-133.4pp |
| Employer contribution / active EE | $2,628 | $4,853-45.9% | $4,593-42.8% | $4,194-37.4% |
| Participant deferral / active EE | $5,211 | $8,237-36.7% | $7,906-34.1% | $6,396-18.5% |
| Admin fee / account holder | $4,122 | $14,976-72.5% | $13,708-69.9% | $12,562-67.2% |