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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 | $114,119+16.1% | $107,187+23.6% | $138,895-4.6% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 79.9%-22.8pp |
| Annual return | 6.60% | 273.21%-266.6pp | 204.55%-198.0pp | 145.39%-138.8pp |
| Employer contribution / active EE | $2,086 | $4,059-48.6% | $3,782-44.8% | $4,194-50.3% |
| Participant deferral / active EE | $5,421 | $5,538-2.1% | $5,096+6.4% | $6,396-15.3% |
| Admin fee / account holder | $10,886 | $10,024+8.6% | $9,162+18.8% | $12,562-13.3% |