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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 | $163,950 | $165,399-0.9% | $149,745+9.5% | $158,982+3.1% |
| Participation rate | 61.1% | 84.6%-23.5pp | 82.5%-21.4pp | 82.0%-20.9pp |
| Annual return | 1.13% | 348.34%-347.2pp | 276.72%-275.6pp | 302.99%-301.9pp |
| Employer contribution / active EE | $3,520 | $5,105-31.0% | $4,646-24.2% | $4,763-26.1% |
| Participant deferral / active EE | $10,774 | $7,183+50.0% | $6,843+57.4% | $5,983+80.1% |
| Admin fee / account holder | $29,718 | $10,811+174.9% | $9,312+219.1% | $11,252+164.1% |