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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 | $179,858 | $178,174+0.9% | $156,181+15.2% | $137,256+31.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 5.35% | 84.19%-78.8pp | 64.87%-59.5pp | 220.34%-215.0pp |
| Employer contribution / active EE | $1,226 | $4,972-75.3% | $4,294-71.4% | $4,156-70.5% |
| Participant deferral / active EE | $5,456 | $6,888-20.8% | $6,132-11.0% | $6,407-14.8% |
| Admin fee / account holder | $11,898 | $17,404-31.6% | $14,586-18.4% | $12,270-3.0% |