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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 | $148,667 | $160,040-7.1% | $147,096+1.1% | $145,877+1.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 5.30% | 98.49%-93.2pp | 419.75%-414.4pp | 551.28%-546.0pp |
| Employer contribution / active EE | $1,851 | $5,289-65.0% | $4,936-62.5% | $4,663-60.3% |
| Participant deferral / active EE | $9,599 | $8,429+13.9% | $8,071+18.9% | $6,691+43.5% |
| Admin fee / account holder | $3,977 | $15,050-73.6% | $13,005-69.4% | $13,402-70.3% |