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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 | $133,020 | $115,225+15.4% | $100,712+32.1% | $138,895-4.2% |
| Participation rate | 52.9% | 74.3%-21.4pp | 69.3%-16.3pp | 79.9%-27.0pp |
| Annual return | 9.47% | 40.35%-30.9pp | 33.27%-23.8pp | 145.39%-135.9pp |
| Employer contribution / active EE | $1,459 | $2,771-47.3% | $2,313-36.9% | $4,194-65.2% |
| Participant deferral / active EE | $1,913 | $4,699-59.3% | $4,085-53.2% | $6,396-70.1% |
| Admin fee / account holder | $34,973 | $10,844+222.5% | $9,256+277.8% | $12,562+178.4% |