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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 | $190,055 | $183,516+3.6% | $155,534+22.2% | $145,884+30.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 4.06% | 61.43%-57.4pp | 64.92%-60.9pp | 551.85%-547.8pp |
| Employer contribution / active EE | $1,947 | $5,315-63.4% | $4,675-58.4% | $4,662-58.2% |
| Participant deferral / active EE | $11,680 | $6,467+80.6% | $5,630+107.4% | $6,690+74.6% |
| Admin fee / account holder | $1,232 | $19,293-93.6% | $15,900-92.3% | $13,392-90.8% |