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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 | $158,819 | $165,399-4.0% | $149,745+6.1% | $158,982-0.1% |
| Participation rate | 63.2% | 84.6%-21.4pp | 82.5%-19.3pp | 82.0%-18.8pp |
| Annual return | 7.15% | 348.34%-341.2pp | 276.72%-269.6pp | 302.99%-295.8pp |
| Employer contribution / active EE | $2,080 | $5,105-59.3% | $4,646-55.2% | $4,763-56.3% |
| Participant deferral / active EE | $5,424 | $7,183-24.5% | $6,843-20.7% | $5,983-9.4% |
| Admin fee / account holder | $2,649 | $10,811-75.5% | $9,312-71.6% | $11,252-76.5% |