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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 | $166,433 | $156,398+6.4% | $147,318+13.0% | $138,895+19.8% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 7.69% | 78.75%-71.1pp | 70.43%-62.7pp | 145.39%-137.7pp |
| Employer contribution / active EE | $4,691 | $4,853-3.3% | $4,593+2.1% | $4,194+11.8% |
| Participant deferral / active EE | $2,775 | $8,237-66.3% | $7,906-64.9% | $6,396-56.6% |
| Admin fee / account holder | $231,920 | $14,976+1448.6% | $13,708+1591.9% | $12,562+1746.2% |