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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 | $119,768 | $111,814+7.1% | $103,374+15.9% | $145,959-17.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 8.34% | 24.77%-16.4pp | 24.89%-16.5pp | 561.95%-553.6pp |
| Employer contribution / active EE | $3,343 | $4,214-20.7% | $3,869-13.6% | $4,661-28.3% |
| Participant deferral / active EE | $5,026 | $5,618-10.5% | $5,058-0.6% | $6,689-24.9% |
| Admin fee / account holder | $29,797 | $9,754+205.5% | $8,394+255.0% | $13,398+122.4% |