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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 | $148,303 | $183,539-19.2% | $155,556-4.7% | $145,897+1.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 7.17% | 61.31%-54.1pp | 64.84%-57.7pp | 552.29%-545.1pp |
| Employer contribution / active EE | $1,794 | $5,315-66.2% | $4,675-61.6% | $4,663-61.5% |
| Participant deferral / active EE | $6,314 | $6,467-2.4% | $5,631+12.1% | $6,689-5.6% |
| Admin fee / account holder | $34,431 | $19,275+78.6% | $15,885+116.7% | $13,390+157.1% |