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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 | $152,802 | $148,629+2.8% | $135,982+12.4% | $139,487+9.5% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 11.26% | 79.33%-68.1pp | 68.32%-57.1pp | 373.84%-362.6pp |
| Employer contribution / active EE | $2,966 | $5,247-43.5% | $4,859-39.0% | $4,755-37.6% |
| Participant deferral / active EE | $7,466 | $8,102-7.9% | $7,760-3.8% | $6,713+11.2% |
| Admin fee / account holder | $4,881 | $12,406-60.7% | $10,767-54.7% | $11,407-57.2% |