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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 | $110,957 | $95,406+16.3% | $185,849-40.3% | $85,847+29.3% |
| Participation rate | 69.2% | 68.8%+0.5pp | 81.7%-12.5pp | 69.3%-0.1pp |
| Annual return | 10.87% | 23.59%-12.7pp | 122.10%-111.2pp | 318.61%-307.7pp |
| Employer contribution / active EE | $5,211 | $3,314+57.3% | $5,169+0.8% | $2,565+103.1% |
| Participant deferral / active EE | $2,550 | $3,424-25.5% | $5,569-54.2% | $3,952-35.5% |
| Admin fee / account holder | $1,131 | $7,214-84.3% | $16,244-93.0% | $6,261-81.9% |