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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 | $111,535+2.9% | $105,223+9.1% | $137,256-16.4% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.0%-11.4pp | 80.0%-16.3pp |
| Annual return | 10.67% | 237.85%-227.2pp | 180.65%-170.0pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,631 | $3,939-58.6% | $3,689-55.8% | $4,156-60.8% |
| Participant deferral / active EE | $6,057 | $5,500+10.1% | $5,072+19.4% | $6,407-5.5% |
| Admin fee / account holder | $16,940 | $9,721+74.3% | $8,859+91.2% | $12,270+38.1% |