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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 | $159,637 | $183,592-13.0% | $155,574+2.6% | $145,877+9.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 6.06% | 61.37%-55.3pp | 64.87%-58.8pp | 551.28%-545.2pp |
| Employer contribution / active EE | $1,882 | $5,317-64.6% | $4,676-59.7% | $4,663-59.6% |
| Participant deferral / active EE | $7,667 | $6,466+18.6% | $5,629+36.2% | $6,691+14.6% |
| Admin fee / account holder | $1,380 | $19,316-92.9% | $15,914-91.3% | $13,402-89.7% |