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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 | $144,739 | $172,111-15.9% | $150,298-3.7% | $137,256+5.5% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 8.03% | 69.37%-61.3pp | 62.79%-54.8pp | 220.34%-212.3pp |
| Employer contribution / active EE | $1,611 | $4,636-65.3% | $4,154-61.2% | $4,156-61.2% |
| Participant deferral / active EE | $6,475 | $6,166+5.0% | $5,453+18.7% | $6,407+1.1% |
| Admin fee / account holder | $24,462 | $16,471+48.5% | $14,116+73.3% | $12,270+99.4% |