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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 | $131,142 | $117,895+11.2% | $102,460+28.0% | $145,897-10.1% |
| Participation rate | 57.9% | 78.6%-20.7pp | 76.5%-18.6pp | 80.3%-22.4pp |
| Annual return | 8.15% | 31.92%-23.8pp | 29.47%-21.3pp | 552.29%-544.1pp |
| Employer contribution / active EE | $2,100 | $3,619-42.0% | $3,025-30.6% | $4,663-55.0% |
| Participant deferral / active EE | $5,578 | $5,736-2.8% | $5,056+10.3% | $6,689-16.6% |
| Admin fee / account holder | $9,330 | $13,353-30.1% | $9,460-1.4% | $13,390-30.3% |