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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 | $139,056 | $110,093+26.3% | $97,295+42.9% | $145,897-4.7% |
| Participation rate | 66.7% | 75.9%-9.2pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 6.73% | 244.76%-238.0pp | 75.62%-68.9pp | 552.29%-545.6pp |
| Employer contribution / active EE | $760 | $3,077-75.3% | $2,723-72.1% | $4,663-83.7% |
| Participant deferral / active EE | $1,166 | $4,678-75.1% | $4,264-72.6% | $6,689-82.6% |
| Admin fee / account holder | $476 | $6,212-92.3% | $5,646-91.6% | $13,390-96.4% |