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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 | $122,789 | $154,228-20.4% | $145,433-15.6% | $137,256-10.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 11.40% | 74.59%-63.2pp | 66.58%-55.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,734 | $4,804-63.9% | $4,554-61.9% | $4,156-58.3% |
| Participant deferral / active EE | $6,672 | $8,216-18.8% | $7,897-15.5% | $6,407+4.1% |
| Admin fee / account holder | $157,076 | $14,344+995.1% | $13,129+1096.4% | $12,270+1180.1% |