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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 | $183,377 | $217,432-15.7% | $185,849-1.3% | $167,536+9.5% |
| Participation rate | 58.3% | 86.1%-27.7pp | 81.7%-23.4pp | 82.1%-23.8pp |
| Annual return | 7.68% | 148.42%-140.7pp | 122.10%-114.4pp | 478.82%-471.1pp |
| Employer contribution / active EE | $4,213 | $5,875-28.3% | $5,169-18.5% | $4,839-12.9% |
| Participant deferral / active EE | $2,793 | $6,357-56.1% | $5,569-49.8% | $6,342-56.0% |
| Admin fee / account holder | $46,730 | $19,818+135.8% | $16,244+187.7% | $12,315+279.5% |