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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 | $134,731 | $183,592-26.6% | $155,574-13.4% | $145,877-7.6% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 8.29% | 61.37%-53.1pp | 64.87%-56.6pp | 551.28%-543.0pp |
| Employer contribution / active EE | $2,525 | $5,317-52.5% | $4,676-46.0% | $4,663-45.8% |
| Participant deferral / active EE | $6,719 | $6,466+3.9% | $5,629+19.4% | $6,691+0.4% |
| Admin fee / account holder | $1,143 | $19,316-94.1% | $15,914-92.8% | $13,402-91.5% |