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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 | $143,682 | $148,629-3.3% | $135,982+5.7% | $139,487+3.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 9.35% | 79.33%-70.0pp | 68.32%-59.0pp | 373.84%-364.5pp |
| Employer contribution / active EE | $3,273 | $5,247-37.6% | $4,859-32.6% | $4,755-31.2% |
| Participant deferral / active EE | $14,833 | $8,102+83.1% | $7,760+91.2% | $6,713+121.0% |
| Admin fee / account holder | $122,532 | $12,406+887.7% | $10,767+1038.0% | $11,407+974.2% |