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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 | $170,655 | $183,539-7.0% | $155,556+9.7% | $145,897+17.0% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 1.47% | 61.31%-59.8pp | 64.84%-63.4pp | 552.29%-550.8pp |
| Employer contribution / active EE | $1,887 | $5,315-64.5% | $4,675-59.6% | $4,663-59.5% |
| Participant deferral / active EE | $8,336 | $6,467+28.9% | $5,631+48.0% | $6,689+24.6% |
| Admin fee / account holder | $1,348 | $19,275-93.0% | $15,885-91.5% | $13,390-89.9% |