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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 | $111,535+35.7% | $105,223+43.8% | $137,256+10.2% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 2.42% | 237.85%-235.4pp | 180.65%-178.2pp | 220.34%-217.9pp |
| Employer contribution / active EE | $2,053 | $3,939-47.9% | $3,689-44.4% | $4,156-50.6% |
| Participant deferral / active EE | $8,857 | $5,500+61.0% | $5,072+74.6% | $6,407+38.2% |
| Admin fee / account holder | $2,323 | $9,721-76.1% | $8,859-73.8% | $12,270-81.1% |