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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 | $134,981 | $91,559+47.4% | $133,971+0.8% | $79,852+69.0% |
| Participation rate | 61.2% | 73.3%-12.2pp | 79.8%-18.7pp | 69.6%-8.5pp |
| Annual return | 3.66% | 61.85%-58.2pp | 45.09%-41.4pp | 31.72%-28.1pp |
| Employer contribution / active EE | $1,052 | $2,384-55.9% | $3,919-73.1% | $2,471-57.4% |
| Participant deferral / active EE | $2,132 | $3,734-42.9% | $5,047-57.8% | $3,740-43.0% |
| Admin fee / account holder | $12,597 | $6,321+99.3% | $8,929+41.1% | $5,306+137.4% |