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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 | $110,522 | $101,063+9.4% | $81,473+35.7% | $147,586-25.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 2.92% | 32.41%-29.5pp | 38.78%-35.9pp | 578.59%-575.7pp |
| Employer contribution / active EE | $4,040 | $3,206+26.0% | $2,568+57.3% | $4,876-17.2% |
| Participant deferral / active EE | $11,426 | $4,242+169.3% | $3,537+223.1% | $5,439+110.1% |
| Admin fee / account holder | $5,040 | $5,812-13.3% | $4,561+10.5% | $10,886-53.7% |