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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 | $159,130 | $153,769+3.5% | $133,975+18.8% | $273,972-41.9% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | -0.02% | 36.51%-36.5pp | 29.29%-29.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $4,890 | $6,029-18.9% | $5,211-6.2% | $4,869+0.4% |
| Participant deferral / active EE | $7,928 | $6,958+13.9% | $6,282+26.2% | $5,287+50.0% |
| Admin fee / account holder | $6,095 | $11,765-48.2% | $9,324-34.6% | $10,133-39.8% |