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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 | $143,687 | $162,136-11.4% | $152,301-5.7% | $154,746-7.1% |
| Participation rate | 63.6% | 84.1%-20.5pp | 82.4%-18.8pp | 80.7%-17.1pp |
| Annual return | 10.71% | 91.02%-80.3pp | 80.50%-69.8pp | 172.34%-161.6pp |
| Employer contribution / active EE | $2,604 | $4,890-46.7% | $4,624-43.7% | $4,379-40.5% |
| Participant deferral / active EE | $6,890 | $8,341-17.4% | $8,004-13.9% | $6,730+2.4% |
| Admin fee / account holder | $7,415 | $15,759-53.0% | $14,398-48.5% | $14,365-48.4% |