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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 | $186,288 | $162,136+14.9% | $152,301+22.3% | $154,746+20.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 9.90% | 91.02%-81.1pp | 80.50%-70.6pp | 172.34%-162.4pp |
| Employer contribution / active EE | $1,474 | $4,890-69.9% | $4,624-68.1% | $4,379-66.4% |
| Participant deferral / active EE | $5,976 | $8,341-28.4% | $8,004-25.3% | $6,730-11.2% |
| Admin fee / account holder | $1,650 | $15,759-89.5% | $14,398-88.5% | $14,365-88.5% |