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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 | $123,918 | $108,897+13.8% | $100,378+23.5% | $145,877-15.1% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 5.83% | 58.17%-52.3pp | 49.41%-43.6pp | 551.28%-545.5pp |
| Employer contribution / active EE | $1,868 | $4,420-57.7% | $3,942-52.6% | $4,663-59.9% |
| Participant deferral / active EE | $7,850 | $8,455-7.2% | $8,087-2.9% | $6,691+17.3% |
| Admin fee / account holder | $1,023 | $9,690-89.4% | $7,899-87.1% | $13,402-92.4% |