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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 | $82,977 | $78,425+5.8% | $95,956-13.5% | $79,858+3.9% |
| Participation rate | 58.1% | 73.5%-15.4pp | 77.1%-19.0pp | 69.6%-11.6pp |
| Annual return | 6.23% | 19.37%-13.1pp | 91.63%-85.4pp | 31.72%-25.5pp |
| Employer contribution / active EE | $2,475 | $1,945+27.2% | $2,541-2.6% | $2,471+0.2% |
| Participant deferral / active EE | $4,167 | $3,440+21.1% | $4,1670% | $3,740+11.4% |
| Admin fee / account holder | $40,670 | $5,622+623.4% | $6,797+498.4% | $5,306+666.5% |