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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 | $183,592-1.1% | $155,574+16.7% | $145,877+24.5% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 7.17% | 61.37%-54.2pp | 64.87%-57.7pp | 551.28%-544.1pp |
| Employer contribution / active EE | $1,772 | $5,317-66.7% | $4,676-62.1% | $4,663-62.0% |
| Participant deferral / active EE | $4,828 | $6,466-25.3% | $5,629-14.2% | $6,691-27.8% |
| Admin fee / account holder | $2,206 | $19,316-88.6% | $15,914-86.1% | $13,402-83.5% |