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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 | $142,463 | $138,393+2.9% | $184,256-22.7% | $80,959+76.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 86.8%-20.2pp | 67.7%-1.0pp |
| Annual return | 9.62% | 20.01%-10.4pp | 28.85%-19.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $5,445 | $4,847+12.3% | $6,427-15.3% | $2,757+97.5% |
| Participant deferral / active EE | $4,951 | $7,076-30.0% | $9,133-45.8% | $4,300+15.1% |
| Admin fee / account holder | $31,664 | $10,489+201.9% | $13,899+127.8% | $6,925+357.2% |