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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 | $153,659 | $177,156-13.3% | $147,027+4.5% | $154,746-0.7% |
| Participation rate | 66.7% | 79.4%-12.7pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 6.94% | 21.94%-15.0pp | 20.23%-13.3pp | 172.34%-165.4pp |
| Employer contribution / active EE | $11,011 | $4,336+153.9% | $3,626+203.7% | $4,379+151.4% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $15,870 | $14,904+6.5% | $12,223+29.8% | $14,365+10.5% |