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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 | $133,894 | $114,119+17.3% | $107,187+24.9% | $138,895-3.6% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 79.9%-37.1pp |
| Annual return | 8.15% | 273.21%-265.1pp | 204.55%-196.4pp | 145.39%-137.2pp |
| Employer contribution / active EE | $1,876 | $4,059-53.8% | $3,782-50.4% | $4,194-55.3% |
| Participant deferral / active EE | $5,655 | $5,538+2.1% | $5,096+11.0% | $6,396-11.6% |
| Admin fee / account holder | $365 | $10,024-96.4% | $9,162-96.0% | $12,562-97.1% |