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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 | $138,851 | $111,535+24.5% | $105,223+32.0% | $137,256+1.2% |
| Participation rate | 65.0% | 78.1%-13.1pp | 75.0%-10.0pp | 80.0%-15.0pp |
| Annual return | 10.37% | 237.85%-227.5pp | 180.65%-170.3pp | 220.34%-210.0pp |
| Employer contribution / active EE | $2,525 | $3,939-35.9% | $3,689-31.5% | $4,156-39.2% |
| Participant deferral / active EE | $3,148 | $5,500-42.8% | $5,072-37.9% | $6,407-50.9% |
| Admin fee / account holder | $33,743 | $9,721+247.1% | $8,859+280.9% | $12,270+175.0% |