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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 | $181,579 | $183,539-1.1% | $155,556+16.7% | $145,897+24.5% |
| Participation rate | 55.6% | 82.7%-27.2pp | 78.2%-22.7pp | 80.3%-24.8pp |
| Annual return | 7.17% | 61.31%-54.1pp | 64.84%-57.7pp | 552.29%-545.1pp |
| Employer contribution / active EE | $1,772 | $5,315-66.7% | $4,675-62.1% | $4,663-62.0% |
| Participant deferral / active EE | $4,828 | $6,467-25.4% | $5,631-14.3% | $6,689-27.8% |
| Admin fee / account holder | $2,206 | $19,275-88.6% | $15,885-86.1% | $13,390-83.5% |