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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 | $121,980 | $117,433+3.9% | $99,475+22.6% | $152,897-20.2% |
| Participation rate | 38.1% | 77.5%-39.4pp | 73.8%-35.7pp | 82.5%-44.4pp |
| Annual return | 4.65% | 31.87%-27.2pp | 30.72%-26.1pp | 345.43%-340.8pp |
| Employer contribution / active EE | $983 | $3,013-67.4% | $2,540-61.3% | $4,764-79.4% |
| Participant deferral / active EE | $1,613 | $4,086-60.5% | $3,619-55.4% | $5,851-72.4% |
| Admin fee / account holder | $20,587 | $7,634+169.7% | $6,252+229.3% | $11,599+77.5% |