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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 | $143,316 | $183,516-21.9% | $155,534-7.9% | $145,884-1.8% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 7.63% | 61.43%-53.8pp | 64.92%-57.3pp | 551.85%-544.2pp |
| Employer contribution / active EE | $3,680 | $5,315-30.8% | $4,675-21.3% | $4,662-21.1% |
| Participant deferral / active EE | $4,544 | $6,467-29.7% | $5,630-19.3% | $6,690-32.1% |
| Admin fee / account holder | $1,066 | $19,293-94.5% | $15,900-93.3% | $13,392-92.0% |