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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 | $166,480 | $183,539-9.3% | $155,556+7.0% | $145,897+14.1% |
| Participation rate | 53.3% | 82.7%-29.4pp | 78.2%-24.9pp | 80.3%-27.0pp |
| Annual return | 7.00% | 61.31%-54.3pp | 64.84%-57.8pp | 552.29%-545.3pp |
| Employer contribution / active EE | $3,519 | $5,315-33.8% | $4,675-24.7% | $4,663-24.5% |
| Participant deferral / active EE | $7,045 | $6,467+8.9% | $5,631+25.1% | $6,689+5.3% |
| Admin fee / account holder | $19,618 | $19,275+1.8% | $15,885+23.5% | $13,390+46.5% |