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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 | $138,729 | $154,228-10.0% | $145,433-4.6% | $137,256+1.1% |
| Participation rate | 64.7% | 83.8%-19.1pp | 82.1%-17.4pp | 80.0%-15.3pp |
| Annual return | 11.26% | 74.59%-63.3pp | 66.58%-55.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $2,160 | $4,804-55.0% | $4,554-52.6% | $4,156-48.0% |
| Participant deferral / active EE | $3,974 | $8,216-51.6% | $7,897-49.7% | $6,407-38.0% |
| Admin fee / account holder | $701 | $14,344-95.1% | $13,129-94.7% | $12,270-94.3% |