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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 | $178,734 | $178,174+0.3% | $156,181+14.4% | $137,256+30.2% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 9.48% | 84.19%-74.7pp | 64.87%-55.4pp | 220.34%-210.9pp |
| Employer contribution / active EE | $3,087 | $4,972-37.9% | $4,294-28.1% | $4,156-25.7% |
| Participant deferral / active EE | $5,423 | $6,888-21.3% | $6,132-11.6% | $6,407-15.4% |
| Admin fee / account holder | $24,668 | $17,404+41.7% | $14,586+69.1% | $12,270+101.0% |