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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 | $183,596 | $175,231+4.8% | $149,696+22.6% | $139,466+31.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 10.17% | 166.77%-156.6pp | 134.46%-124.3pp | 373.66%-363.5pp |
| Employer contribution / active EE | $1,137 | $5,478-79.3% | $4,821-76.4% | $4,754-76.1% |
| Participant deferral / active EE | $5,261 | $6,521-19.3% | $5,682-7.4% | $6,712-21.6% |
| Admin fee / account holder | $3,323 | $16,155-79.4% | $13,212-74.9% | $11,409-70.9% |