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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 | $135,153 | $117,829+14.7% | $102,423+32.0% | $145,877-7.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 8.01% | 31.83%-23.8pp | 29.42%-21.4pp | 551.28%-543.3pp |
| Employer contribution / active EE | $1,802 | $3,615-50.1% | $3,023-40.4% | $4,663-61.4% |
| Participant deferral / active EE | $6,793 | $5,732+18.5% | $5,054+34.4% | $6,691+1.5% |
| Admin fee / account holder | $330 | $13,335-97.5% | $9,455-96.5% | $13,402-97.5% |