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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 | $134,012 | $124,425+7.7% | $112,040+19.6% | $137,256-2.4% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.5%-36.5pp | 80.0%-40.0pp |
| Annual return | 2.17% | 24.72%-22.5pp | 24.52%-22.3pp | 220.34%-218.2pp |
| Employer contribution / active EE | $1,481 | $3,411-56.6% | $2,954-49.9% | $4,156-64.4% |
| Participant deferral / active EE | $2,900 | $5,718-49.3% | $5,098-43.1% | $6,407-54.7% |
| Admin fee / account holder | $5,322 | $15,207-65.0% | $12,098-56.0% | $12,270-56.6% |