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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 | $139,092 | $110,379+26.0% | $102,412+35.8% | $145,884-4.7% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 5.74% | 24.84%-19.1pp | 24.94%-19.2pp | 551.85%-546.1pp |
| Employer contribution / active EE | $2,203 | $4,216-47.8% | $3,870-43.1% | $4,662-52.8% |
| Participant deferral / active EE | $6,883 | $5,622+22.4% | $5,060+36.0% | $6,690+2.9% |
| Admin fee / account holder | $2,103 | $9,745-78.4% | $8,388-74.9% | $13,392-84.3% |