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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 | $183,592-7.0% | $155,574+9.7% | $145,877+17.0% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 1.47% | 61.37%-59.9pp | 64.87%-63.4pp | 551.28%-549.8pp |
| Employer contribution / active EE | $1,887 | $5,317-64.5% | $4,676-59.6% | $4,663-59.5% |
| Participant deferral / active EE | $8,336 | $6,466+28.9% | $5,629+48.1% | $6,691+24.6% |
| Admin fee / account holder | $1,348 | $19,316-93.0% | $15,914-91.5% | $13,402-89.9% |