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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 | $152,361 | $154,228-1.2% | $145,433+4.8% | $137,256+11.0% |
| Participation rate | 36.4% | 83.8%-47.4pp | 82.1%-45.8pp | 80.0%-43.6pp |
| Annual return | 8.18% | 74.59%-66.4pp | 66.58%-58.4pp | 220.34%-212.2pp |
| Employer contribution / active EE | $3,216 | $4,804-33.1% | $4,554-29.4% | $4,156-22.6% |
| Participant deferral / active EE | $10,864 | $8,216+32.2% | $7,897+37.6% | $6,407+69.6% |
| Admin fee / account holder | $108,970 | $14,344+659.7% | $13,129+730.0% | $12,270+788.1% |