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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 | $186,648 | $148,629+25.6% | $135,982+37.3% | $139,487+33.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 5.19% | 79.33%-74.1pp | 68.32%-63.1pp | 373.84%-368.7pp |
| Employer contribution / active EE | $1,626 | $5,247-69.0% | $4,859-66.5% | $4,755-65.8% |
| Participant deferral / active EE | $5,309 | $8,102-34.5% | $7,760-31.6% | $6,713-20.9% |
| Admin fee / account holder | $58,030 | $12,406+367.7% | $10,767+439.0% | $11,407+408.7% |