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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 | $175,081 | $162,136+8.0% | $152,301+15.0% | $154,746+13.1% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 9.39% | 91.02%-81.6pp | 80.50%-71.1pp | 172.34%-162.9pp |
| Employer contribution / active EE | $2,089 | $4,890-57.3% | $4,624-54.8% | $4,379-52.3% |
| Participant deferral / active EE | $8,963 | $8,341+7.5% | $8,004+12.0% | $6,730+33.2% |
| Admin fee / account holder | $106,073 | $15,759+573.1% | $14,398+636.7% | $14,365+638.4% |