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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 | $132,496 | $111,535+18.8% | $105,223+25.9% | $137,256-3.5% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 6.60% | 237.85%-231.3pp | 180.65%-174.1pp | 220.34%-213.7pp |
| Employer contribution / active EE | $2,086 | $3,939-47.0% | $3,689-43.4% | $4,156-49.8% |
| Participant deferral / active EE | $5,421 | $5,500-1.4% | $5,072+6.9% | $6,407-15.4% |
| Admin fee / account holder | $10,886 | $9,721+12.0% | $8,859+22.9% | $12,270-11.3% |