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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 | $133,775 | $114,119+17.2% | $107,187+24.8% | $138,895-3.7% |
| Participation rate | 68.8% | 78.1%-9.3pp | 75.0%-6.3pp | 79.9%-11.2pp |
| Annual return | 10.85% | 273.21%-262.4pp | 204.55%-193.7pp | 145.39%-134.5pp |
| Employer contribution / active EE | $1,656 | $4,059-59.2% | $3,782-56.2% | $4,194-60.5% |
| Participant deferral / active EE | $5,556 | $5,538+0.3% | $5,096+9.0% | $6,396-13.1% |
| Admin fee / account holder | $2,966 | $10,024-70.4% | $9,162-67.6% | $12,562-76.4% |