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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 | $159,494 | $110,379+44.5% | $102,412+55.7% | $145,884+9.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 7.93% | 24.84%-16.9pp | 24.94%-17.0pp | 551.85%-543.9pp |
| Employer contribution / active EE | $3,464 | $4,216-17.8% | $3,870-10.5% | $4,662-25.7% |
| Participant deferral / active EE | $6,320 | $5,622+12.4% | $5,060+24.9% | $6,690-5.5% |
| Admin fee / account holder | $129,740 | $9,745+1231.4% | $8,388+1446.8% | $13,392+868.8% |