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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 | $133,886 | $149,040-10.2% | $120,225+11.4% | $137,256-2.5% |
| Participation rate | 57.9% | 75.4%-17.5pp | 69.6%-11.7pp | 80.0%-22.1pp |
| Annual return | 9.91% | 605.68%-595.8pp | 439.23%-429.3pp | 220.34%-210.4pp |
| Employer contribution / active EE | $2,019 | $4,350-53.6% | $3,475-41.9% | $4,156-51.4% |
| Participant deferral / active EE | $5,642 | $4,655+21.2% | $3,999+41.1% | $6,407-11.9% |
| Admin fee / account holder | $3,399 | $6,348-46.4% | $5,696-40.3% | $12,270-72.3% |