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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 | $99,464 | $96,268+3.3% | $143,412-30.6% | $86,983+14.3% |
| Participation rate | 67.6% | 74.6%-7.0pp | 78.5%-10.8pp | 69.5%-1.9pp |
| Annual return | 8.97% | 25.47%-16.5pp | 256.99%-248.0pp | 25.83%-16.9pp |
| Employer contribution / active EE | $1,138 | $3,080-63.1% | $3,748-69.6% | $2,584-56.0% |
| Participant deferral / active EE | $3,052 | $6,001-49.1% | $6,816-55.2% | $4,194-27.2% |
| Admin fee / account holder | $24,439 | $7,778+214.2% | $11,396+114.5% | $7,856+211.1% |