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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 | $147,467 | $125,193+17.8% | $105,591+39.7% | $145,978+1.0% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 7.56% | 225.53%-218.0pp | 116.43%-108.9pp | 550.52%-543.0pp |
| Employer contribution / active EE | $914 | $3,718-75.4% | $3,166-71.1% | $4,662-80.4% |
| Participant deferral / active EE | $4,930 | $5,708-13.6% | $5,008-1.6% | $6,690-26.3% |
| Admin fee / account holder | $7,069 | $17,277-59.1% | $11,024-35.9% | $13,400-47.3% |