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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 | $146,194 | $117,829+24.1% | $102,423+42.7% | $145,877+0.2% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.1pp |
| Annual return | 7.59% | 31.83%-24.2pp | 29.42%-21.8pp | 551.28%-543.7pp |
| Employer contribution / active EE | $2,146 | $3,615-40.6% | $3,023-29.0% | $4,663-54.0% |
| Participant deferral / active EE | $5,319 | $5,732-7.2% | $5,054+5.2% | $6,691-20.5% |
| Admin fee / account holder | $9,955 | $13,335-25.3% | $9,455+5.3% | $13,402-25.7% |