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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 | $168,726 | $172,111-2.0% | $150,298+12.3% | $137,256+22.9% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 10.35% | 69.37%-59.0pp | 62.79%-52.4pp | 220.34%-210.0pp |
| Employer contribution / active EE | $8,333 | $4,636+79.7% | $4,154+100.6% | $4,156+100.5% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,941 | $16,471-88.2% | $14,116-86.3% | $12,270-84.2% |