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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 | $142,073 | $154,228-7.9% | $145,433-2.3% | $137,256+3.5% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 12.21% | 74.59%-62.4pp | 66.58%-54.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,888 | $4,804-60.7% | $4,554-58.5% | $4,156-54.6% |
| Participant deferral / active EE | $6,834 | $8,216-16.8% | $7,897-13.5% | $6,407+6.7% |
| Admin fee / account holder | $2,417 | $14,344-83.1% | $13,129-81.6% | $12,270-80.3% |