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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 | $106,736 | $108,912-2.0% | $100,383+6.3% | $145,959-26.9% |
| Participation rate | 62.5% | 83.0%-20.5pp | 81.5%-19.0pp | 80.3%-17.8pp |
| Annual return | 7.72% | 57.96%-50.2pp | 49.26%-41.5pp | 561.95%-554.2pp |
| Employer contribution / active EE | $2,103 | $4,423-52.5% | $3,944-46.7% | $4,661-54.9% |
| Participant deferral / active EE | $7,587 | $8,451-10.2% | $8,086-6.2% | $6,689+13.4% |
| Admin fee / account holder | $1,776 | $9,690-81.7% | $7,900-77.5% | $13,398-86.7% |