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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 | $168,558 | $165,381+1.9% | $149,730+12.6% | $158,966+6.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 6.67% | 348.29%-341.6pp | 276.70%-270.0pp | 302.95%-296.3pp |
| Employer contribution / active EE | $1,546 | $5,104-69.7% | $4,645-66.7% | $4,762-67.5% |
| Participant deferral / active EE | $5,042 | $7,182-29.8% | $6,843-26.3% | $5,983-15.7% |
| Admin fee / account holder | $1,797 | $10,809-83.4% | $9,310-80.7% | $11,250-84.0% |