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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 | $175,751 | $183,516-4.2% | $155,534+13.0% | $145,884+20.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 7.02% | 61.43%-54.4pp | 64.92%-57.9pp | 551.85%-544.8pp |
| Employer contribution / active EE | $2,364 | $5,315-55.5% | $4,675-49.4% | $4,662-49.3% |
| Participant deferral / active EE | $10,431 | $6,467+61.3% | $5,630+85.3% | $6,690+55.9% |
| Admin fee / account holder | $363 | $19,293-98.1% | $15,900-97.7% | $13,392-97.3% |