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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 | $137,263 | $110,093+24.7% | $97,295+41.1% | $145,897-5.9% |
| Participation rate | 66.7% | 75.9%-9.2pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 6.53% | 244.76%-238.2pp | 75.62%-69.1pp | 552.29%-545.8pp |
| Employer contribution / active EE | $1,987 | $3,077-35.4% | $2,723-27.0% | $4,663-57.4% |
| Participant deferral / active EE | $4,827 | $4,678+3.2% | $4,264+13.2% | $6,689-27.8% |
| Admin fee / account holder | $474 | $6,212-92.4% | $5,646-91.6% | $13,390-96.5% |