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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 | $98,637 | $86,288+14.3% | $111,306-11.4% | $85,851+14.9% |
| Participation rate | 68.4% | 73.3%-4.9pp | 77.3%-8.9pp | 69.3%-0.9pp |
| Annual return | 8.49% | 19.99%-11.5pp | 54.67%-46.2pp | 318.63%-310.1pp |
| Employer contribution / active EE | $1,543 | $2,044-24.5% | $2,732-43.5% | $2,565-39.8% |
| Participant deferral / active EE | $2,872 | $3,641-21.1% | $4,488-36.0% | $3,952-27.3% |
| Admin fee / account holder | $40,159 | $8,189+390.4% | $7,966+404.1% | $6,261+541.4% |