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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 | $156,333 | $129,737+20.5% | $119,126+31.2% | $154,746+1.0% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 4.20% | 379.08%-374.9pp | 282.11%-277.9pp | 172.34%-168.1pp |
| Employer contribution / active EE | $1,331 | $4,375-69.6% | $4,034-67.0% | $4,379-69.6% |
| Participant deferral / active EE | $2,878 | $5,842-50.7% | $5,318-45.9% | $6,730-57.2% |
| Admin fee / account holder | $1,047 | $11,961-91.2% | $10,693-90.2% | $14,365-92.7% |