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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 | $156,398-9.2% | $147,318-3.6% | $138,895+2.3% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 12.21% | 78.75%-66.5pp | 70.43%-58.2pp | 145.39%-133.2pp |
| Employer contribution / active EE | $1,888 | $4,853-61.1% | $4,593-58.9% | $4,194-55.0% |
| Participant deferral / active EE | $6,834 | $8,237-17.0% | $7,906-13.6% | $6,396+6.8% |
| Admin fee / account holder | $2,417 | $14,976-83.9% | $13,708-82.4% | $12,562-80.8% |