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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 | $126,735 | $117,846+7.5% | $102,434+23.7% | $145,884-13.1% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 7.85% | 31.90%-24.0pp | 29.46%-21.6pp | 551.85%-544.0pp |
| Employer contribution / active EE | $2,658 | $3,615-26.5% | $3,023-12.1% | $4,662-43.0% |
| Participant deferral / active EE | $7,902 | $5,733+37.8% | $5,055+56.3% | $6,690+18.1% |
| Admin fee / account holder | $2,069 | $13,356-84.5% | $9,462-78.1% | $13,392-84.6% |