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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 | $141,931 | $156,398-9.2% | $147,318-3.7% | $138,895+2.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 10.20% | 78.75%-68.5pp | 70.43%-60.2pp | 145.39%-135.2pp |
| Employer contribution / active EE | $1,873 | $4,853-61.4% | $4,593-59.2% | $4,194-55.4% |
| Participant deferral / active EE | $3,647 | $8,237-55.7% | $7,906-53.9% | $6,396-43.0% |
| Admin fee / account holder | $116,439 | $14,976+677.5% | $13,708+749.5% | $12,562+826.9% |