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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 | $112,243 | $78,707+42.6% | $117,861-4.8% | $70,126+60.1% |
| Participation rate | 68.6% | 73.2%-4.6pp | 79.7%-11.1pp | 69.5%-1.0pp |
| Annual return | 11.41% | 23.30%-11.9pp | 335.11%-323.7pp | 73.15%-61.7pp |
| Employer contribution / active EE | $2,302 | $2,223+3.5% | $3,786-39.2% | $2,343-1.7% |
| Participant deferral / active EE | $5,141 | $3,297+55.9% | $4,482+14.7% | $3,332+54.3% |
| Admin fee / account holder | $4,162 | $5,066-17.8% | $8,021-48.1% | $4,645-10.4% |