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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 | $176,868 | $211,288-16.3% | $178,540-0.9% | $145,884+21.2% |
| Participation rate | 57.1% | 80.8%-23.7pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 1.32% | 30.27%-29.0pp | 27.15%-25.8pp | 551.85%-550.5pp |
| Employer contribution / active EE | $4,398 | $4,574-3.8% | $3,953+11.3% | $4,662-5.7% |
| Participant deferral / active EE | $8,396 | $6,967+20.5% | $6,281+33.7% | $6,690+25.5% |
| Admin fee / account holder | $18,098 | $12,105+49.5% | $10,424+73.6% | $13,392+35.1% |