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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 | $110,337+8.5% | $102,383+17.0% | $145,877-17.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 8.34% | 24.83%-16.5pp | 24.94%-16.6pp | 551.28%-542.9pp |
| Employer contribution / active EE | $3,343 | $4,216-20.7% | $3,870-13.6% | $4,663-28.3% |
| Participant deferral / active EE | $5,026 | $5,621-10.6% | $5,060-0.7% | $6,691-24.9% |
| Admin fee / account holder | $29,797 | $9,750+205.6% | $8,391+255.1% | $13,402+122.3% |