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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 | $108,911-2.0% | $100,392+6.3% | $145,884-26.8% |
| Participation rate | 62.5% | 83.0%-20.5pp | 81.5%-19.0pp | 80.3%-17.8pp |
| Annual return | 7.72% | 58.23%-50.5pp | 49.45%-41.7pp | 551.85%-544.1pp |
| Employer contribution / active EE | $2,103 | $4,420-52.4% | $3,941-46.7% | $4,662-54.9% |
| Participant deferral / active EE | $7,587 | $8,459-10.3% | $8,090-6.2% | $6,690+13.4% |
| Admin fee / account holder | $1,776 | $9,698-81.7% | $7,904-77.5% | $13,392-86.7% |