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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 | $207,938 | $185,312+12.2% | $161,489+28.8% | $154,746+34.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 8.88% | 103.84%-95.0pp | 89.72%-80.8pp | 172.34%-163.5pp |
| Employer contribution / active EE | $3,505 | $4,769-26.5% | $4,268-17.9% | $4,379-20.0% |
| Participant deferral / active EE | $5,380 | $6,350-15.3% | $5,630-4.4% | $6,730-20.1% |
| Admin fee / account holder | $998 | $18,654-94.7% | $16,006-93.8% | $14,365-93.1% |