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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 | $167,724 | $201,370-16.7% | $184,256-9.0% | $145,897+15.0% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 8.16% | 29.05%-20.9pp | 28.85%-20.7pp | 552.29%-544.1pp |
| Employer contribution / active EE | $2,965 | $7,024-57.8% | $6,427-53.9% | $4,663-36.4% |
| Participant deferral / active EE | $4,045 | $9,808-58.8% | $9,133-55.7% | $6,689-39.5% |
| Admin fee / account holder | $6,771 | $16,364-58.6% | $13,899-51.3% | $13,390-49.4% |