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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 | $179,379 | $185,312-3.2% | $161,489+11.1% | $154,746+15.9% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 9.46% | 103.84%-94.4pp | 89.72%-80.3pp | 172.34%-162.9pp |
| Employer contribution / active EE | $2,829 | $4,769-40.7% | $4,268-33.7% | $4,379-35.4% |
| Participant deferral / active EE | $7,423 | $6,350+16.9% | $5,630+31.8% | $6,730+10.3% |
| Admin fee / account holder | $90,009 | $18,654+382.5% | $16,006+462.4% | $14,365+526.6% |