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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 | $180,999 | $154,228+17.4% | $145,433+24.5% | $137,256+31.9% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 11.80% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $4,222 | $4,804-12.1% | $4,554-7.3% | $4,156+1.6% |
| Participant deferral / active EE | $10,140 | $8,216+23.4% | $7,897+28.4% | $6,407+58.3% |
| Admin fee / account holder | $78,946 | $14,344+450.4% | $13,129+501.3% | $12,270+543.4% |