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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 | $227,291-27.8% | $214,702-23.5% | $155,188+5.8% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 8.39% | 60.08%-51.7pp | 54.55%-46.2pp | 148.84%-140.4pp |
| Employer contribution / active EE | $3,731 | $6,772-44.9% | $6,461-42.2% | $4,248-12.2% |
| Participant deferral / active EE | $6,150 | $9,582-35.8% | $9,147-32.8% | $6,531-5.8% |
| Admin fee / account holder | $12,282 | $20,413-39.8% | $19,830-38.1% | $14,480-15.2% |