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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 | $211,219 | $154,228+37.0% | $145,433+45.2% | $137,256+53.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 11.94% | 74.59%-62.6pp | 66.58%-54.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $3,781 | $4,804-21.3% | $4,554-17.0% | $4,156-9.0% |
| Participant deferral / active EE | $13,267 | $8,216+61.5% | $7,897+68.0% | $6,407+107.1% |
| Admin fee / account holder | $2,449 | $14,344-82.9% | $13,129-81.3% | $12,270-80.0% |