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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 | $188,403 | $185,312+1.7% | $161,489+16.7% | $154,746+21.7% |
| Participation rate | 29.2% | 82.5%-53.3pp | 78.7%-49.5pp | 80.7%-51.5pp |
| Annual return | 8.19% | 103.84%-95.6pp | 89.72%-81.5pp | 172.34%-164.1pp |
| Employer contribution / active EE | $2,244 | $4,769-52.9% | $4,268-47.4% | $4,379-48.8% |
| Participant deferral / active EE | $6,269 | $6,350-1.3% | $5,630+11.4% | $6,730-6.8% |
| Admin fee / account holder | $156,534 | $18,654+739.1% | $16,006+878.0% | $14,365+989.7% |