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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 | $143,327 | $111,830+28.2% | $93,696+53.0% | $145,884-1.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 7.51% | 204.08%-196.6pp | 133.74%-126.2pp | 551.85%-544.3pp |
| Employer contribution / active EE | $2,870 | $3,093-7.2% | $2,422+18.5% | $4,662-38.4% |
| Participant deferral / active EE | $6,203 | $4,920+26.1% | $4,417+40.4% | $6,690-7.3% |
| Admin fee / account holder | $1,138 | $10,249-88.9% | $8,287-86.3% | $13,392-91.5% |