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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 | $154,684 | $146,267+5.8% | $197,124-21.5% | $82,448+87.6% |
| Participation rate | 67.9% | 84.0%-16.1pp | 86.7%-18.8pp | 68.1%-0.1pp |
| Annual return | 12.75% | 29.61%-16.9pp | 44.34%-31.6pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,138 | $4,723-54.7% | $6,227-65.7% | $2,551-16.2% |
| Participant deferral / active EE | $5,917 | $7,035-15.9% | $9,135-35.2% | $4,139+43.0% |
| Admin fee / account holder | $52,656 | $14,422+265.1% | $16,298+223.1% | $7,234+627.9% |