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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 | $186,617 | $154,228+21.0% | $145,433+28.3% | $137,256+36.0% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 12.23% | 74.59%-62.4pp | 66.58%-54.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,538 | $4,804-68.0% | $4,554-66.2% | $4,156-63.0% |
| Participant deferral / active EE | $6,347 | $8,216-22.8% | $7,897-19.6% | $6,407-0.9% |
| Admin fee / account holder | $158,921 | $14,344+1008.0% | $13,129+1110.5% | $12,270+1195.2% |