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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 | $112,857 | $106,247+6.2% | $96,515+16.9% | $139,466-19.1% |
| Participation rate | 53.8% | 77.8%-24.0pp | 74.3%-20.5pp | 80.3%-26.5pp |
| Annual return | 10.70% | 38.47%-27.8pp | 35.73%-25.0pp | 373.66%-363.0pp |
| Employer contribution / active EE | $2,504 | $4,106-39.0% | $3,740-33.0% | $4,754-47.3% |
| Participant deferral / active EE | $6,747 | $5,456+23.7% | $4,880+38.3% | $6,712+0.5% |
| Admin fee / account holder | $335 | $7,885-95.8% | $6,735-95.0% | $11,409-97.1% |