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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 | $99,073 | $61,815+60.3% | $97,295+1.8% | $80,959+22.4% |
| Participation rate | 55.6% | 63.5%-7.9pp | 72.7%-17.1pp | 67.7%-12.1pp |
| Annual return | 9.83% | -558.73%+568.6pp | 75.62%-65.8pp | 35.67%-25.8pp |
| Employer contribution / active EE | $2,525 | $1,836+37.5% | $2,723-7.3% | $2,757-8.4% |
| Participant deferral / active EE | $5,127 | $3,027+69.4% | $4,264+20.3% | $4,300+19.2% |
| Admin fee / account holder | $24,871 | $5,166+381.5% | $5,646+340.5% | $6,925+259.1% |