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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 | $93,874 | $111,535-15.8% | $105,223-10.8% | $137,256-31.6% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 5.51% | 237.85%-232.3pp | 180.65%-175.1pp | 220.34%-214.8pp |
| Employer contribution / active EE | $4,535 | $3,939+15.1% | $3,689+23.0% | $4,156+9.1% |
| Participant deferral / active EE | $14,276 | $5,500+159.6% | $5,072+181.5% | $6,407+122.8% |
| Admin fee / account holder | $58,042 | $9,721+497.1% | $8,859+555.2% | $12,270+373.0% |