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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 | $142,790 | $111,830+27.7% | $93,696+52.4% | $145,884-2.1% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 3.33% | 204.08%-200.7pp | 133.74%-130.4pp | 551.85%-548.5pp |
| Employer contribution / active EE | $2,203 | $3,093-28.8% | $2,422-9.1% | $4,662-52.8% |
| Participant deferral / active EE | $6,333 | $4,920+28.7% | $4,417+43.4% | $6,690-5.3% |
| Admin fee / account holder | $3,073 | $10,249-70.0% | $8,287-62.9% | $13,392-77.1% |