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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 | $152,317 | $155,555-2.1% | $146,866+3.7% | $155,188-1.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 7.22% | 115.41%-108.2pp | 102.85%-95.6pp | 148.84%-141.6pp |
| Employer contribution / active EE | $2,050 | $4,647-55.9% | $4,425-53.7% | $4,248-51.7% |
| Participant deferral / active EE | $2,939 | $8,044-63.5% | $7,759-62.1% | $6,531-55.0% |
| Admin fee / account holder | $13,933 | $14,755-5.6% | $13,620+2.3% | $14,480-3.8% |