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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 | $114,782 | $114,119+0.6% | $107,187+7.1% | $138,895-17.4% |
| Participation rate | 63.6% | 78.1%-14.4pp | 75.0%-11.4pp | 79.9%-16.3pp |
| Annual return | 10.67% | 273.21%-262.5pp | 204.55%-193.9pp | 145.39%-134.7pp |
| Employer contribution / active EE | $1,631 | $4,059-59.8% | $3,782-56.9% | $4,194-61.1% |
| Participant deferral / active EE | $6,057 | $5,538+9.4% | $5,096+18.8% | $6,396-5.3% |
| Admin fee / account holder | $16,940 | $10,024+69.0% | $9,162+84.9% | $12,562+34.9% |