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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 | $154,228-6.8% | $145,433-1.2% | $137,256+4.7% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 10.71% | 74.59%-63.9pp | 66.58%-55.9pp | 220.34%-209.6pp |
| Employer contribution / active EE | $2,604 | $4,804-45.8% | $4,554-42.8% | $4,156-37.3% |
| Participant deferral / active EE | $6,890 | $8,216-16.1% | $7,897-12.8% | $6,407+7.5% |
| Admin fee / account holder | $7,415 | $14,344-48.3% | $13,129-43.5% | $12,270-39.6% |