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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 | $141,195 | $183,516-23.1% | $155,534-9.2% | $145,884-3.2% |
| Participation rate | 53.8% | 82.7%-28.9pp | 78.2%-24.4pp | 80.3%-26.5pp |
| Annual return | 5.99% | 61.43%-55.4pp | 64.92%-58.9pp | 551.85%-545.9pp |
| Employer contribution / active EE | $1,359 | $5,315-74.4% | $4,675-70.9% | $4,662-70.9% |
| Participant deferral / active EE | $7,838 | $6,467+21.2% | $5,630+39.2% | $6,690+17.2% |
| Admin fee / account holder | $1,401 | $19,293-92.7% | $15,900-91.2% | $13,392-89.5% |