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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 | $129,348 | $124,330+4.0% | $109,173+18.5% | $167,536-22.8% |
| Participation rate | 64.3% | 79.5%-15.2pp | 75.9%-11.6pp | 82.1%-17.8pp |
| Annual return | 5.98% | 26.04%-20.1pp | 25.75%-19.8pp | 478.82%-472.8pp |
| Employer contribution / active EE | $2,190 | $4,209-48.0% | $3,723-41.2% | $4,839-54.8% |
| Participant deferral / active EE | $4,476 | $5,256-14.8% | $4,654-3.8% | $6,342-29.4% |
| Admin fee / account holder | $57,836 | $7,974+625.3% | $6,755+756.2% | $12,315+369.7% |