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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 | $117,846+11.3% | $102,434+28.0% | $145,884-10.1% |
| Participation rate | 57.9% | 78.6%-20.7pp | 76.5%-18.6pp | 80.3%-22.4pp |
| Annual return | 8.15% | 31.90%-23.7pp | 29.46%-21.3pp | 551.85%-543.7pp |
| Employer contribution / active EE | $2,100 | $3,615-41.9% | $3,023-30.5% | $4,662-55.0% |
| Participant deferral / active EE | $5,578 | $5,733-2.7% | $5,055+10.3% | $6,690-16.6% |
| Admin fee / account holder | $9,330 | $13,356-30.1% | $9,462-1.4% | $13,392-30.3% |