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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 | $184,822 | $165,399+11.7% | $149,745+23.4% | $158,982+16.3% |
| Participation rate | 64.3% | 84.6%-20.3pp | 82.5%-18.2pp | 82.0%-17.7pp |
| Annual return | 5.34% | 348.34%-343.0pp | 276.72%-271.4pp | 302.99%-297.6pp |
| Employer contribution / active EE | $1,284 | $5,105-74.9% | $4,646-72.4% | $4,763-73.1% |
| Participant deferral / active EE | $3,998 | $7,183-44.3% | $6,843-41.6% | $5,983-33.2% |
| Admin fee / account holder | $71,035 | $10,811+557.1% | $9,312+662.9% | $11,252+531.3% |