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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 | $141,931 | $154,228-8.0% | $145,433-2.4% | $137,256+3.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 10.20% | 74.59%-64.4pp | 66.58%-56.4pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,873 | $4,804-61.0% | $4,554-58.9% | $4,156-54.9% |
| Participant deferral / active EE | $3,647 | $8,216-55.6% | $7,897-53.8% | $6,407-43.1% |
| Admin fee / account holder | $116,439 | $14,344+711.8% | $13,129+786.9% | $12,270+849.0% |