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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 | $111,787+28.2% | $93,681+53.0% | $145,978-1.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 7.51% | 203.52%-196.0pp | 133.47%-126.0pp | 550.52%-543.0pp |
| Employer contribution / active EE | $2,870 | $3,093-7.2% | $2,422+18.5% | $4,662-38.4% |
| Participant deferral / active EE | $6,203 | $4,918+26.1% | $4,415+40.5% | $6,690-7.3% |
| Admin fee / account holder | $1,138 | $10,256-88.9% | $8,290-86.3% | $13,400-91.5% |