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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 | $114,661 | $112,121+2.3% | $95,960+19.5% | $158,966-27.9% |
| Participation rate | 42.1% | 79.0%-36.9pp | 77.1%-35.0pp | 82.0%-39.9pp |
| Annual return | 5.88% | 171.16%-165.3pp | 91.63%-85.8pp | 302.95%-297.1pp |
| Employer contribution / active EE | $1,170 | $3,199-63.4% | $2,541-53.9% | $4,762-75.4% |
| Participant deferral / active EE | $2,293 | $4,784-52.1% | $4,167-45.0% | $5,983-61.7% |
| Admin fee / account holder | $430 | $10,135-95.8% | $6,797-93.7% | $11,250-96.2% |