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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 | $152,678 | $112,933+35.2% | $90,970+67.8% | $158,982-4.0% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 1.28% | 215.82%-214.5pp | 134.60%-133.3pp | 302.99%-301.7pp |
| Employer contribution / active EE | $1,762 | $2,893-39.1% | $2,122-17.0% | $4,763-63.0% |
| Participant deferral / active EE | $4,324 | $4,128+4.7% | $3,373+28.2% | $5,983-27.7% |
| Admin fee / account holder | $2,799 | $8,047-65.2% | $5,961-53.0% | $11,252-75.1% |