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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 | $127,974 | $111,814+14.5% | $93,654+36.6% | $145,959-12.3% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 4.11% | 203.30%-199.2pp | 133.34%-129.2pp | 561.95%-557.8pp |
| Employer contribution / active EE | $2,963 | $3,092-4.2% | $2,421+22.4% | $4,661-36.4% |
| Participant deferral / active EE | $3,252 | $4,914-33.8% | $4,413-26.3% | $6,689-51.4% |
| Admin fee / account holder | $4,564 | $10,246-55.5% | $8,282-44.9% | $13,398-65.9% |