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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 | $113,912 | $108,912+4.6% | $100,383+13.5% | $145,959-22.0% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 8.07% | 57.96%-49.9pp | 49.26%-41.2pp | 561.95%-553.9pp |
| Employer contribution / active EE | $1,280 | $4,423-71.1% | $3,944-67.6% | $4,661-72.5% |
| Participant deferral / active EE | $3,171 | $8,451-62.5% | $8,086-60.8% | $6,689-52.6% |
| Admin fee / account holder | $13,221 | $9,690+36.4% | $7,900+67.4% | $13,398-1.3% |