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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 | $135,248 | $160,028-15.5% | $147,080-8.0% | $145,884-7.3% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-13.0pp | 80.3%-11.1pp |
| Annual return | 7.45% | 98.60%-91.1pp | 420.17%-412.7pp | 551.85%-544.4pp |
| Employer contribution / active EE | $1,696 | $5,286-67.9% | $4,933-65.6% | $4,662-63.6% |
| Participant deferral / active EE | $3,540 | $8,422-58.0% | $8,066-56.1% | $6,690-47.1% |
| Admin fee / account holder | $31,779 | $15,030+111.4% | $12,989+144.7% | $13,392+137.3% |