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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 | $117,904+24.0% | $102,457+42.7% | $145,978+0.1% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.1pp |
| Annual return | 7.59% | 31.80%-24.2pp | 29.41%-21.8pp | 550.52%-542.9pp |
| Employer contribution / active EE | $2,146 | $3,613-40.6% | $3,022-29.0% | $4,662-54.0% |
| Participant deferral / active EE | $5,319 | $5,733-7.2% | $5,054+5.2% | $6,690-20.5% |
| Admin fee / account holder | $9,955 | $13,329-25.3% | $9,451+5.3% | $13,400-25.7% |