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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 | $164,305 | $101,778+61.4% | $164,975-0.4% | $80,925+103.0% |
| Participation rate | 65.1% | 71.8%-6.7pp | 78.6%-13.5pp | 67.7%-2.5pp |
| Annual return | 10.34% | 16.73%-6.4pp | 70.12%-59.8pp | 35.65%-25.3pp |
| Employer contribution / active EE | $3,544 | $2,954+20.0% | $4,343-18.4% | $2,756+28.6% |
| Participant deferral / active EE | $7,359 | $4,477+64.4% | $6,033+22.0% | $4,299+71.2% |
| Admin fee / account holder | $12,021 | $8,221+46.2% | $12,688-5.3% | $6,940+73.2% |