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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 | $98,912 | $98,240+0.7% | $82,312+20.2% | $147,586-33.0% |
| Participation rate | 57.1% | 79.7%-22.6pp | 76.9%-19.8pp | 82.8%-25.7pp |
| Annual return | 3.82% | 30.85%-27.0pp | 25.88%-22.1pp | 578.59%-574.8pp |
| Employer contribution / active EE | $2,376 | $3,192-25.6% | $2,428-2.2% | $4,876-51.3% |
| Participant deferral / active EE | $5,650 | $4,383+28.9% | $3,706+52.5% | $5,439+3.9% |
| Admin fee / account holder | $4,609 | $8,563-46.2% | $5,608-17.8% | $10,886-57.7% |