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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 | $93,801 | $65,367+43.5% | $92,915+1.0% | $72,976+28.5% |
| Participation rate | 61.5% | 68.3%-6.8pp | 76.0%-14.5pp | 69.5%-8.0pp |
| Annual return | 2.44% | 42.11%-39.7pp | 109.45%-107.0pp | 81.02%-78.6pp |
| Employer contribution / active EE | $1,980 | $2,594-23.7% | $3,653-45.8% | $2,440-18.8% |
| Participant deferral / active EE | $4,079 | $3,128+30.4% | $4,238-3.7% | $3,608+13.1% |
| Admin fee / account holder | $1,132 | $4,251-73.4% | $5,796-80.5% | $5,124-77.9% |