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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 | $134,817+12.2% | $123,973+22.1% | $155,188-2.5% |
| Participation rate | 42.9% | 79.4%-36.5pp | 76.7%-33.8pp | 80.8%-37.9pp |
| Annual return | 2.42% | 515.49%-513.1pp | 388.13%-385.7pp | 148.84%-146.4pp |
| Employer contribution / active EE | $2,053 | $4,425-53.6% | $4,126-50.2% | $4,248-51.7% |
| Participant deferral / active EE | $8,857 | $5,706+55.2% | $5,247+68.8% | $6,531+35.6% |
| Admin fee / account holder | $2,323 | $13,245-82.5% | $11,799-80.3% | $14,480-84.0% |