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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 | $121,312 | $125,237-3.1% | $105,608+14.9% | $145,877-16.8% |
| Participation rate | 40.0% | 77.7%-37.7pp | 75.3%-35.3pp | 80.3%-40.3pp |
| Annual return | 8.14% | 225.76%-217.6pp | 116.50%-108.4pp | 551.28%-543.1pp |
| Employer contribution / active EE | $1,132 | $3,720-69.6% | $3,167-64.2% | $4,663-75.7% |
| Participant deferral / active EE | $3,236 | $5,711-43.3% | $5,010-35.4% | $6,691-51.6% |
| Admin fee / account holder | $1,717 | $17,287-90.1% | $11,028-84.4% | $13,402-87.2% |