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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 | $186,713 | $154,228+21.1% | $145,433+28.4% | $137,256+36.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 11.74% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,409 | $4,804-70.7% | $4,554-69.1% | $4,156-66.1% |
| Participant deferral / active EE | $6,251 | $8,216-23.9% | $7,897-20.8% | $6,407-2.4% |
| Admin fee / account holder | $452,138 | $14,344+3052.2% | $13,129+3343.8% | $12,270+3584.9% |