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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 | $135,402 | $107,363+26.1% | $92,909+45.7% | $152,897-11.4% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 4.76% | 145.63%-140.9pp | 109.44%-104.7pp | 345.43%-340.7pp |
| Employer contribution / active EE | $1,974 | $4,222-53.3% | $3,653-46.0% | $4,764-58.6% |
| Participant deferral / active EE | $3,667 | $4,848-24.4% | $4,238-13.5% | $5,851-37.3% |
| Admin fee / account holder | $1,089 | $7,082-84.6% | $5,795-81.2% | $11,599-90.6% |