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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 | $150,074 | $154,228-2.7% | $145,433+3.2% | $137,256+9.3% |
| Participation rate | 16.7% | 83.8%-67.1pp | 82.1%-65.5pp | 80.0%-63.3pp |
| Annual return | 5.95% | 74.59%-68.6pp | 66.58%-60.6pp | 220.34%-214.4pp |
| Employer contribution / active EE | $4,968 | $4,804+3.4% | $4,554+9.1% | $4,156+19.5% |
| Participant deferral / active EE | $8,827 | $8,216+7.4% | $7,897+11.8% | $6,407+37.8% |
| Admin fee / account holder | $192,574 | $14,344+1242.6% | $13,129+1366.8% | $12,270+1469.4% |