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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 | $133,810 | $121,656+10.0% | $104,614+27.9% | $158,950-15.8% |
| Participation rate | 42.1% | 77.5%-35.4pp | 74.1%-32.0pp | 82.0%-39.9pp |
| Annual return | 1.77% | 465.51%-463.7pp | 340.56%-338.8pp | 302.91%-301.1pp |
| Employer contribution / active EE | $1,294 | $3,164-59.1% | $2,681-51.7% | $4,762-72.8% |
| Participant deferral / active EE | $1,911 | $4,177-54.3% | $3,739-48.9% | $5,983-68.1% |
| Admin fee / account holder | $10,915 | $7,775+40.4% | $6,464+68.9% | $11,248-3.0% |