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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 | $165,361-4.0% | $149,715+6.1% | $158,950-0.1% |
| Participation rate | 63.2% | 84.6%-21.4pp | 82.5%-19.3pp | 82.0%-18.8pp |
| Annual return | 7.15% | 348.24%-341.1pp | 276.66%-269.5pp | 302.91%-295.8pp |
| Employer contribution / active EE | $2,080 | $5,103-59.3% | $4,645-55.2% | $4,762-56.3% |
| Participant deferral / active EE | $5,424 | $7,182-24.5% | $6,842-20.7% | $5,983-9.3% |
| Admin fee / account holder | $2,649 | $10,808-75.5% | $9,310-71.5% | $11,248-76.5% |