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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 | $93,595 | $93,345+0.3% | $119,126-21.4% | $87,485+7.0% |
| Participation rate | 65.4% | 68.7%-3.4pp | 75.8%-10.4pp | 68.9%-3.5pp |
| Annual return | 12.07% | 19.08%-7.0pp | 282.11%-270.0pp | 26.06%-14.0pp |
| Employer contribution / active EE | $2,662 | $3,172-16.1% | $4,034-34.0% | $2,596+2.5% |
| Participant deferral / active EE | $4,889 | $4,099+19.3% | $5,318-8.1% | $4,274+14.4% |
| Admin fee / account holder | $52,953 | $8,039+558.7% | $10,693+395.2% | $7,775+581.1% |