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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 | $142,591 | $117,846+21.0% | $102,434+39.2% | $145,884-2.3% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 6.56% | 31.90%-25.3pp | 29.46%-22.9pp | 551.85%-545.3pp |
| Employer contribution / active EE | $2,993 | $3,615-17.2% | $3,023-1.0% | $4,662-35.8% |
| Participant deferral / active EE | $7,454 | $5,733+30.0% | $5,055+47.5% | $6,690+11.4% |
| Admin fee / account holder | $82,162 | $13,356+515.2% | $9,462+768.3% | $13,392+513.5% |