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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 | $135,089 | $111,535+21.1% | $105,223+28.4% | $137,256-1.6% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 5.24% | 237.85%-232.6pp | 180.65%-175.4pp | 220.34%-215.1pp |
| Employer contribution / active EE | $2,592 | $3,939-34.2% | $3,689-29.7% | $4,156-37.6% |
| Participant deferral / active EE | $7,747 | $5,500+40.9% | $5,072+52.8% | $6,407+20.9% |
| Admin fee / account holder | $21,107 | $9,721+117.1% | $8,859+138.3% | $12,270+72.0% |