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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 | $108,652 | $102,422+6.1% | $147,117-26.1% | $80,959+34.2% |
| Participation rate | 61.5% | 75.9%-14.3pp | 82.2%-20.6pp | 67.7%-6.1pp |
| Annual return | 9.06% | 135.16%-126.1pp | 420.54%-411.5pp | 35.67%-26.6pp |
| Employer contribution / active EE | $2,645 | $3,717-28.8% | $4,932-46.4% | $2,757-4.1% |
| Participant deferral / active EE | $5,492 | $6,652-17.4% | $8,065-31.9% | $4,300+27.7% |
| Admin fee / account holder | $6,104 | $7,953-23.3% | $12,993-53.0% | $6,925-11.9% |