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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 | $156,046 | $124,346+25.5% | $111,306+40.2% | $167,553-6.9% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.7pp | 82.1%-15.4pp |
| Annual return | 3.28% | 37.46%-34.2pp | 54.67%-51.4pp | 478.89%-475.6pp |
| Employer contribution / active EE | $1,731 | $3,438-49.6% | $2,732-36.6% | $4,840-64.2% |
| Participant deferral / active EE | $6,377 | $5,182+23.1% | $4,488+42.1% | $6,343+0.5% |
| Admin fee / account holder | $931 | $10,623-91.2% | $7,966-88.3% | $12,316-92.4% |