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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 | $164,161 | $156,398+5.0% | $147,318+11.4% | $138,895+18.2% |
| Participation rate | 45.5% | 83.8%-38.3pp | 82.1%-36.6pp | 79.9%-34.5pp |
| Annual return | 11.59% | 78.75%-67.2pp | 70.43%-58.8pp | 145.39%-133.8pp |
| Employer contribution / active EE | $1,082 | $4,853-77.7% | $4,593-76.4% | $4,194-74.2% |
| Participant deferral / active EE | $6,591 | $8,237-20.0% | $7,906-16.6% | $6,396+3.0% |
| Admin fee / account holder | $2,605 | $14,976-82.6% | $13,708-81.0% | $12,562-79.3% |