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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 | $144,268 | $117,895+22.4% | $102,460+40.8% | $145,897-1.1% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 8.18% | 31.92%-23.7pp | 29.47%-21.3pp | 552.29%-544.1pp |
| Employer contribution / active EE | $2,070 | $3,619-42.8% | $3,025-31.6% | $4,663-55.6% |
| Participant deferral / active EE | $2,306 | $5,736-59.8% | $5,056-54.4% | $6,689-65.5% |
| Admin fee / account holder | $457 | $13,353-96.6% | $9,460-95.2% | $13,390-96.6% |