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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 | $148,177 | $154,228-3.9% | $145,433+1.9% | $137,256+8.0% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 7.07% | 74.59%-67.5pp | 66.58%-59.5pp | 220.34%-213.3pp |
| Employer contribution / active EE | $2,121 | $4,804-55.8% | $4,554-53.4% | $4,156-49.0% |
| Participant deferral / active EE | $14,067 | $8,216+71.2% | $7,897+78.1% | $6,407+119.6% |
| Admin fee / account holder | $78,024 | $14,344+444.0% | $13,129+494.3% | $12,270+535.9% |