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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 | $114,119+18.7% | $107,187+26.4% | $138,895-2.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 7.87% | 273.21%-265.3pp | 204.55%-196.7pp | 145.39%-137.5pp |
| Employer contribution / active EE | $2,418 | $4,059-40.4% | $3,782-36.1% | $4,194-42.3% |
| Participant deferral / active EE | $3,547 | $5,538-35.9% | $5,096-30.4% | $6,396-44.5% |
| Admin fee / account holder | $21,772 | $10,024+117.2% | $9,162+137.6% | $12,562+73.3% |