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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 | $92,077 | $91,198+1.0% | $178,503-48.4% | $79,856+15.3% |
| Participation rate | 63.0% | 69.2%-6.3pp | 81.9%-19.0pp | 69.6%-6.7pp |
| Annual return | 9.97% | 24.20%-14.2pp | 151.12%-141.1pp | 31.71%-21.7pp |
| Employer contribution / active EE | $3,102 | $3,257-4.7% | $5,011-38.1% | $2,471+25.5% |
| Participant deferral / active EE | $3,908 | $3,237+20.7% | $5,202-24.9% | $3,741+4.5% |
| Admin fee / account holder | $9,264 | $6,748+37.3% | $13,987-33.8% | $5,306+74.6% |