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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 | $91,486 | $83,369+9.7% | $105,223-13.1% | $67,986+34.6% |
| Participation rate | 66.0% | 56.3%+9.7pp | 75.0%-9.0pp | 57.2%+8.8pp |
| Annual return | 9.89% | 24.64%-14.8pp | 180.65%-170.8pp | 31.67%-21.8pp |
| Employer contribution / active EE | $3,038 | $2,541+19.6% | $3,689-17.6% | $2,019+50.5% |
| Participant deferral / active EE | $6,164 | $3,295+87.1% | $5,072+21.5% | $3,358+83.6% |
| Admin fee / account holder | $9,416 | $4,073+131.2% | $8,859+6.3% | $3,203+194.0% |