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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 | $164,165 | $212,386-22.7% | $199,883-17.9% | $138,895+18.2% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 8.39% | 47.75%-39.4pp | 43.81%-35.4pp | 145.39%-137.0pp |
| Employer contribution / active EE | $3,731 | $6,625-43.7% | $6,261-40.4% | $4,194-11.0% |
| Participant deferral / active EE | $6,150 | $9,617-36.1% | $9,138-32.7% | $6,396-3.8% |
| Admin fee / account holder | $12,282 | $18,233-32.6% | $17,268-28.9% | $12,562-2.2% |