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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 | $141,198 | $181,062-22.0% | $158,223-10.8% | $155,188-9.0% |
| Participation rate | 33.3% | 82.7%-49.3pp | 79.2%-45.9pp | 80.8%-47.5pp |
| Annual return | 7.11% | 57.39%-50.3pp | 52.09%-45.0pp | 148.84%-141.7pp |
| Employer contribution / active EE | $1,927 | $4,565-57.8% | $4,109-53.1% | $4,248-54.6% |
| Participant deferral / active EE | $10,333 | $6,134+68.4% | $5,467+89.0% | $6,531+58.2% |
| Admin fee / account holder | $653 | $18,825-96.5% | $16,047-95.9% | $14,480-95.5% |