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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 | $135,809 | $111,535+21.8% | $105,223+29.1% | $137,256-1.1% |
| Participation rate | 52.2% | 78.1%-25.9pp | 75.0%-22.9pp | 80.0%-27.8pp |
| Annual return | 5.16% | 237.85%-232.7pp | 180.65%-175.5pp | 220.34%-215.2pp |
| Employer contribution / active EE | $1,641 | $3,939-58.3% | $3,689-55.5% | $4,156-60.5% |
| Participant deferral / active EE | $2,797 | $5,500-49.1% | $5,072-44.8% | $6,407-56.3% |
| Admin fee / account holder | $12,750 | $9,721+31.2% | $8,859+43.9% | $12,270+3.9% |