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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 | $128,693 | $111,301+15.6% | $112,977+13.9% | $158,966-19.0% |
| Participation rate | 64.3% | 83.5%-19.2pp | 82.6%-18.3pp | 82.0%-17.7pp |
| Annual return | 2.08% | 26.40%-24.3pp | 24.24%-22.2pp | 302.95%-300.9pp |
| Employer contribution / active EE | $1,483 | $4,471-66.8% | $4,255-65.1% | $4,762-68.9% |
| Participant deferral / active EE | $3,512 | $5,880-40.3% | $5,836-39.8% | $5,983-41.3% |
| Admin fee / account holder | $5,680 | $8,392-32.3% | $6,294-9.8% | $11,250-49.5% |