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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 | $108,897+4.6% | $100,378+13.5% | $145,877-21.9% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 8.07% | 58.17%-50.1pp | 49.41%-41.3pp | 551.28%-543.2pp |
| Employer contribution / active EE | $1,280 | $4,420-71.1% | $3,942-67.5% | $4,663-72.6% |
| Participant deferral / active EE | $3,171 | $8,455-62.5% | $8,087-60.8% | $6,691-52.6% |
| Admin fee / account holder | $13,221 | $9,690+36.4% | $7,899+67.4% | $13,402-1.4% |