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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 | $150,902 | $124,425+21.3% | $112,040+34.7% | $137,256+9.9% |
| Participation rate | 25.0% | 79.3%-54.3pp | 76.5%-51.5pp | 80.0%-55.0pp |
| Annual return | 8.45% | 24.72%-16.3pp | 24.52%-16.1pp | 220.34%-211.9pp |
| Employer contribution / active EE | $3,453 | $3,411+1.2% | $2,954+16.9% | $4,156-16.9% |
| Participant deferral / active EE | $10,293 | $5,718+80.0% | $5,098+101.9% | $6,407+60.7% |
| Admin fee / account holder | $166,004 | $15,207+991.7% | $12,098+1272.1% | $12,270+1252.9% |