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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 | $89,992 | $78,707+14.3% | $117,861-23.6% | $70,126+28.3% |
| Participation rate | 68.3% | 73.2%-4.9pp | 79.7%-11.3pp | 69.5%-1.2pp |
| Annual return | 11.86% | 23.30%-11.4pp | 335.11%-323.2pp | 73.15%-61.3pp |
| Employer contribution / active EE | $2,311 | $2,223+3.9% | $3,786-39.0% | $2,343-1.4% |
| Participant deferral / active EE | $3,587 | $3,297+8.8% | $4,482-20.0% | $3,332+7.7% |
| Admin fee / account holder | $2,363 | $5,066-53.4% | $8,021-70.5% | $4,645-49.1% |