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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 | $132,647 | $109,372+21.3% | $89,414+48.4% | $158,966-16.6% |
| Participation rate | 41.7% | 74.3%-32.6pp | 68.0%-26.3pp | 82.0%-40.3pp |
| Annual return | 4.84% | 345.55%-340.7pp | 245.50%-240.7pp | 302.95%-298.1pp |
| Employer contribution / active EE | $1,716 | $3,171-45.9% | $2,586-33.7% | $4,762-64.0% |
| Participant deferral / active EE | $8,682 | $4,598+88.8% | $3,890+123.2% | $5,983+45.1% |
| Admin fee / account holder | $1,339 | $6,156-78.3% | $4,883-72.6% | $11,250-88.1% |