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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 | $142,018 | $106,247+33.7% | $96,515+47.1% | $139,466+1.8% |
| Participation rate | 64.3% | 77.8%-13.6pp | 74.3%-10.1pp | 80.3%-16.0pp |
| Annual return | 10.61% | 38.47%-27.9pp | 35.73%-25.1pp | 373.66%-363.1pp |
| Employer contribution / active EE | $1,724 | $4,106-58.0% | $3,740-53.9% | $4,754-63.7% |
| Participant deferral / active EE | $7,578 | $5,456+38.9% | $4,880+55.3% | $6,712+12.9% |
| Admin fee / account holder | $17,556 | $7,885+122.7% | $6,735+160.7% | $11,409+53.9% |