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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 | $112,008 | $103,008+8.7% | $90,304+24.0% | $152,897-26.7% |
| Participation rate | 64.3% | 75.9%-11.6pp | 73.3%-9.0pp | 82.5%-18.2pp |
| Annual return | 6.04% | 95.22%-89.2pp | 78.13%-72.1pp | 345.43%-339.4pp |
| Employer contribution / active EE | $1,215 | $3,139-61.3% | $2,855-57.4% | $4,764-74.5% |
| Participant deferral / active EE | $2,436 | $4,281-43.1% | $3,885-37.3% | $5,851-58.4% |
| Admin fee / account holder | $1,137 | $6,175-81.6% | $5,354-78.8% | $11,599-90.2% |