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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 | $140,451 | $156,398-10.2% | $147,318-4.7% | $138,895+1.1% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 11.91% | 78.75%-66.8pp | 70.43%-58.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $1,594 | $4,853-67.1% | $4,593-65.3% | $4,194-62.0% |
| Participant deferral / active EE | $12,400 | $8,237+50.5% | $7,906+56.8% | $6,396+93.9% |
| Admin fee / account holder | $6,035 | $14,976-59.7% | $13,708-56.0% | $12,562-52.0% |