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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 | $133,124 | $92,798+43.5% | $96,707+37.7% | $137,256-3.0% |
| Participation rate | 66.7% | 81.6%-15.0pp | 80.4%-13.7pp | 80.0%-13.3pp |
| Annual return | 11.53% | 31.24%-19.7pp | 34.78%-23.3pp | 220.34%-208.8pp |
| Employer contribution / active EE | $2,355 | $4,147-43.2% | $4,191-43.8% | $4,156-43.3% |
| Participant deferral / active EE | $4,554 | $5,877-22.5% | $5,997-24.1% | $6,407-28.9% |
| Admin fee / account holder | $2,113 | $7,946-73.4% | $7,503-71.8% | $12,270-82.8% |