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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 | $131,363 | $124,425+5.6% | $112,040+17.2% | $137,256-4.3% |
| Participation rate | 63.6% | 79.3%-15.7pp | 76.5%-12.9pp | 80.0%-16.3pp |
| Annual return | 7.67% | 24.72%-17.0pp | 24.52%-16.8pp | 220.34%-212.7pp |
| Employer contribution / active EE | $1,247 | $3,411-63.4% | $2,954-57.8% | $4,156-70.0% |
| Participant deferral / active EE | $1,934 | $5,718-66.2% | $5,098-62.1% | $6,407-69.8% |
| Admin fee / account holder | $222,717 | $15,207+1364.6% | $12,098+1740.9% | $12,270+1715.1% |