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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 | $123,918 | $108,942+13.7% | $100,415+23.4% | $145,897-15.1% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 5.83% | 58.27%-52.4pp | 49.47%-43.6pp | 552.29%-546.5pp |
| Employer contribution / active EE | $1,868 | $4,422-57.8% | $3,943-52.6% | $4,663-59.9% |
| Participant deferral / active EE | $7,850 | $8,461-7.2% | $8,091-3.0% | $6,689+17.4% |
| Admin fee / account holder | $1,023 | $9,702-89.5% | $7,906-87.1% | $13,390-92.4% |