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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 | $162,967-5.7% | $135,792+13.2% | $138,895+10.6% |
| Participation rate | 66.7% | 78.3%-11.7pp | 72.6%-5.9pp | 79.9%-13.3pp |
| Annual return | 6.94% | 30.08%-23.1pp | 25.96%-19.0pp | 145.39%-138.5pp |
| Employer contribution / active EE | $11,011 | $4,211+161.5% | $3,496+215.0% | $4,194+162.5% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $15,870 | $15,306+3.7% | $12,266+29.4% | $12,562+26.3% |