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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 | $103,390 | $103,008+0.4% | $90,304+14.5% | $152,897-32.4% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.5%-42.5pp |
| Annual return | 8.38% | 95.22%-86.8pp | 78.13%-69.7pp | 345.43%-337.0pp |
| Employer contribution / active EE | $1,207 | $3,139-61.6% | $2,855-57.7% | $4,764-74.7% |
| Participant deferral / active EE | $5,061 | $4,281+18.2% | $3,885+30.3% | $5,851-13.5% |
| Admin fee / account holder | $5,872 | $6,175-4.9% | $5,354+9.7% | $11,599-49.4% |