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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 | $157,709 | $176,105-10.4% | $159,474-1.1% | $167,536-5.9% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 8.35% | 331.91%-323.6pp | 263.68%-255.3pp | 478.82%-470.5pp |
| Employer contribution / active EE | $3,735 | $5,299-29.5% | $4,831-22.7% | $4,839-22.8% |
| Participant deferral / active EE | $15,600 | $7,751+101.3% | $7,353+112.2% | $6,342+146.0% |
| Admin fee / account holder | $5,213 | $12,559-58.5% | $10,802-51.7% | $12,315-57.7% |