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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 | $86,031 | $67,411+27.6% | $91,004-5.5% | $70,124+22.7% |
| Participation rate | 67.9% | 71.4%-3.5pp | 75.6%-7.7pp | 69.5%-1.6pp |
| Annual return | 11.80% | -40.16%+52.0pp | 4.60%+7.2pp | 73.14%-61.3pp |
| Employer contribution / active EE | $2,341 | $1,786+31.1% | $2,456-4.7% | $2,342-0.1% |
| Participant deferral / active EE | $5,026 | $2,823+78.0% | $3,548+41.7% | $3,332+50.8% |
| Admin fee / account holder | $2,636 | $4,236-37.8% | $5,417-51.3% | $4,645-43.2% |