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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 | $185,296 | $184,014+0.7% | $161,149+15.0% | $138,895+33.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 3.38% | 21.52%-18.1pp | 21.16%-17.8pp | 145.39%-142.0pp |
| Employer contribution / active EE | $2,019 | $5,055-60.1% | $4,360-53.7% | $4,194-51.9% |
| Participant deferral / active EE | $4,588 | $6,909-33.6% | $6,153-25.4% | $6,396-28.3% |
| Admin fee / account holder | $24,616 | $18,027+36.6% | $15,194+62.0% | $12,562+96.0% |