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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 | $131,423 | $172,111-23.6% | $150,298-12.6% | $137,256-4.2% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 10.58% | 69.37%-58.8pp | 62.79%-52.2pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,444 | $4,636-68.9% | $4,154-65.2% | $4,156-65.3% |
| Participant deferral / active EE | $1,770 | $6,166-71.3% | $5,453-67.5% | $6,407-72.4% |
| Admin fee / account holder | $20,931 | $16,471+27.1% | $14,116+48.3% | $12,270+70.6% |