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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 | $135,488 | $111,535+21.5% | $105,223+28.8% | $137,256-1.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 7.87% | 237.85%-230.0pp | 180.65%-172.8pp | 220.34%-212.5pp |
| Employer contribution / active EE | $2,418 | $3,939-38.6% | $3,689-34.4% | $4,156-41.8% |
| Participant deferral / active EE | $3,547 | $5,500-35.5% | $5,072-30.1% | $6,407-44.6% |
| Admin fee / account holder | $21,772 | $9,721+124.0% | $8,859+145.8% | $12,270+77.4% |