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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 | $171,628 | $185,312-7.4% | $161,489+6.3% | $154,746+10.9% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.7%-41.2pp | 80.7%-43.2pp |
| Annual return | 8.97% | 103.84%-94.9pp | 89.72%-80.8pp | 172.34%-163.4pp |
| Employer contribution / active EE | $1,797 | $4,769-62.3% | $4,268-57.9% | $4,379-59.0% |
| Participant deferral / active EE | $4,684 | $6,350-26.2% | $5,630-16.8% | $6,730-30.4% |
| Admin fee / account holder | $12,407 | $18,654-33.5% | $16,006-22.5% | $14,365-13.6% |