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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 | $147,542 | $172,111-14.3% | $150,298-1.8% | $137,256+7.5% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 9.99% | 69.37%-59.4pp | 62.79%-52.8pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,707 | $4,636-63.2% | $4,154-58.9% | $4,156-58.9% |
| Participant deferral / active EE | $7,231 | $6,166+17.3% | $5,453+32.6% | $6,407+12.9% |
| Admin fee / account holder | $2,402 | $16,471-85.4% | $14,116-83.0% | $12,270-80.4% |