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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 | $161,352-4.8% | $134,172+14.5% | $137,256+12.0% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 6.94% | 28.72%-21.8pp | 25.30%-18.4pp | 220.34%-213.4pp |
| Employer contribution / active EE | $11,011 | $4,099+168.6% | $3,420+222.0% | $4,156+164.9% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $15,870 | $15,028+5.6% | $12,016+32.1% | $12,270+29.3% |