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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 | $142,194 | $109,344+30.0% | $89,400+59.1% | $158,950-10.5% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 5.11% | 345.73%-340.6pp | 245.64%-240.5pp | 302.91%-297.8pp |
| Employer contribution / active EE | $1,342 | $3,170-57.7% | $2,586-48.1% | $4,762-71.8% |
| Participant deferral / active EE | $5,680 | $4,599+23.5% | $3,890+46.0% | $5,983-5.1% |
| Admin fee / account holder | $4,721 | $6,154-23.3% | $4,882-3.3% | $11,248-58.0% |