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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 | $182,805 | $183,539-0.4% | $155,556+17.5% | $145,897+25.3% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 5.12% | 61.31%-56.2pp | 64.84%-59.7pp | 552.29%-547.2pp |
| Employer contribution / active EE | $1,478 | $5,315-72.2% | $4,675-68.4% | $4,663-68.3% |
| Participant deferral / active EE | $9,000 | $6,467+39.2% | $5,631+59.8% | $6,689+34.5% |
| Admin fee / account holder | $1,702 | $19,275-91.2% | $15,885-89.3% | $13,390-87.3% |