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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 | $159,574 | $183,627-13.1% | $155,602+2.6% | $145,978+9.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 8.35% | 61.32%-53.0pp | 64.81%-56.5pp | 550.52%-542.2pp |
| Employer contribution / active EE | $1,916 | $5,316-64.0% | $4,675-59.0% | $4,662-58.9% |
| Participant deferral / active EE | $8,720 | $6,466+34.9% | $5,629+54.9% | $6,690+30.3% |
| Admin fee / account holder | $2,159 | $19,327-88.8% | $15,923-86.4% | $13,400-83.9% |