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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 | $151,311 | $129,737+16.6% | $119,126+27.0% | $154,746-2.2% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 2.42% | 379.08%-376.7pp | 282.11%-279.7pp | 172.34%-169.9pp |
| Employer contribution / active EE | $2,053 | $4,375-53.1% | $4,034-49.1% | $4,379-53.1% |
| Participant deferral / active EE | $8,857 | $5,842+51.6% | $5,318+66.6% | $6,730+31.6% |
| Admin fee / account holder | $2,323 | $11,961-80.6% | $10,693-78.3% | $14,365-83.8% |