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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 | $151,342 | $161,352-6.2% | $134,172+12.8% | $137,256+10.3% |
| Participation rate | 42.9% | 78.3%-35.4pp | 72.5%-29.6pp | 80.0%-37.1pp |
| Annual return | 6.70% | 28.72%-22.0pp | 25.30%-18.6pp | 220.34%-213.6pp |
| Employer contribution / active EE | $7,592 | $4,099+85.2% | $3,420+122.0% | $4,156+82.7% |
| Participant deferral / active EE | $3,089 | $5,552-44.4% | $4,690-34.1% | $6,407-51.8% |
| Admin fee / account holder | $174,555 | $15,028+1061.5% | $12,016+1352.7% | $12,270+1322.6% |