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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 | $114,119+18.4% | $107,187+26.0% | $138,895-2.7% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 5.24% | 273.21%-268.0pp | 204.55%-199.3pp | 145.39%-140.2pp |
| Employer contribution / active EE | $2,592 | $4,059-36.1% | $3,782-31.5% | $4,194-38.2% |
| Participant deferral / active EE | $7,747 | $5,538+39.9% | $5,096+52.0% | $6,396+21.1% |
| Admin fee / account holder | $21,107 | $10,024+110.6% | $9,162+130.4% | $12,562+68.0% |