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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 | $142,259 | $157,276-9.5% | $141,177+0.8% | $152,885-7.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 9.86% | 64.33%-54.5pp | 71.40%-61.5pp | 345.39%-335.5pp |
| Employer contribution / active EE | $1,876 | $5,262-64.4% | $4,736-60.4% | $4,763-60.6% |
| Participant deferral / active EE | $7,668 | $7,110+7.8% | $6,710+14.3% | $5,851+31.1% |
| Admin fee / account holder | $4,356 | $12,123-64.1% | $10,263-57.6% | $11,598-62.4% |