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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 | $124,086 | $183,627-32.4% | $155,602-20.3% | $145,978-15.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 4.04% | 61.32%-57.3pp | 64.81%-60.8pp | 550.52%-546.5pp |
| Employer contribution / active EE | $2,648 | $5,316-50.2% | $4,675-43.4% | $4,662-43.2% |
| Participant deferral / active EE | $8,075 | $6,466+24.9% | $5,629+43.5% | $6,690+20.7% |
| Admin fee / account holder | $1,966 | $19,327-89.8% | $15,923-87.7% | $13,400-85.3% |