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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 | $119,136 | $116,203+2.5% | $93,621+27.3% | $152,909-22.1% |
| Participation rate | 64.3% | 78.1%-13.8pp | 75.8%-11.5pp | 82.5%-18.2pp |
| Annual return | 2.90% | 35.96%-33.1pp | 32.76%-29.9pp | 345.46%-342.6pp |
| Employer contribution / active EE | $1,722 | $3,219-46.5% | $2,719-36.6% | $4,764-63.8% |
| Participant deferral / active EE | $3,171 | $4,605-31.1% | $4,070-22.1% | $5,851-45.8% |
| Admin fee / account holder | $5,368 | $10,751-50.1% | $7,890-32.0% | $11,601-53.7% |