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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 | $137,174 | $112,933+21.5% | $90,970+50.8% | $158,982-13.7% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | -0.72% | 215.82%-216.5pp | 134.60%-135.3pp | 302.99%-303.7pp |
| Employer contribution / active EE | $3,233 | $2,893+11.7% | $2,122+52.4% | $4,763-32.1% |
| Participant deferral / active EE | $8,667 | $4,128+110.0% | $3,373+157.0% | $5,983+44.8% |
| Admin fee / account holder | $1,150 | $8,047-85.7% | $5,961-80.7% | $11,252-89.8% |