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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 | $155,400 | $124,314+25.0% | $109,163+42.4% | $167,518-7.2% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 0.71% | 26.04%-25.3pp | 25.75%-25.0pp | 478.71%-478.0pp |
| Employer contribution / active EE | $2,146 | $4,209-49.0% | $3,723-42.4% | $4,838-55.7% |
| Participant deferral / active EE | $7,096 | $5,256+35.0% | $4,654+52.5% | $6,342+11.9% |
| Admin fee / account holder | $15,185 | $7,973+90.5% | $6,754+124.8% | $12,312+23.3% |