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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 | $166,625 | $160,070+4.1% | $147,117+13.3% | $145,897+14.2% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 7.74% | 98.69%-91.0pp | 420.54%-412.8pp | 552.29%-544.6pp |
| Employer contribution / active EE | $1,523 | $5,285-71.2% | $4,932-69.1% | $4,663-67.3% |
| Participant deferral / active EE | $7,676 | $8,419-8.8% | $8,065-4.8% | $6,689+14.8% |
| Admin fee / account holder | $837 | $15,035-94.4% | $12,993-93.6% | $13,390-93.8% |