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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 | $135,100 | $101,618+32.9% | $93,063+45.2% | $137,256-1.6% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 5.09% | 223.95%-218.9pp | 34.15%-29.1pp | 220.34%-215.3pp |
| Employer contribution / active EE | $2,936 | $2,707+8.4% | $2,476+18.6% | $4,156-29.4% |
| Participant deferral / active EE | $8,811 | $4,279+105.9% | $3,958+122.6% | $6,407+37.5% |
| Admin fee / account holder | $6,670 | $6,198+7.6% | $6,033+10.5% | $12,270-45.6% |