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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 | $168,300 | $132,634+26.9% | $115,768+45.4% | $137,256+22.6% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 5.65% | 160.70%-155.1pp | 100.46%-94.8pp | 220.34%-214.7pp |
| Employer contribution / active EE | $932 | $3,360-72.2% | $2,940-68.3% | $4,156-77.6% |
| Participant deferral / active EE | $3,788 | $5,619-32.6% | $4,917-22.9% | $6,407-40.9% |
| Admin fee / account holder | $340 | $15,028-97.7% | $12,439-97.3% | $12,270-97.2% |