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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 | $100,084 | $91,559+9.3% | $133,971-25.3% | $79,852+25.3% |
| Participation rate | 48.3% | 73.3%-25.1pp | 79.8%-31.6pp | 69.6%-21.4pp |
| Annual return | 7.74% | 61.85%-54.1pp | 45.09%-37.4pp | 31.72%-24.0pp |
| Employer contribution / active EE | $2,913 | $2,384+22.2% | $3,919-25.7% | $2,471+17.9% |
| Participant deferral / active EE | $5,761 | $3,734+54.3% | $5,047+14.1% | $3,740+54.0% |
| Admin fee / account holder | $35,056 | $6,321+454.6% | $8,929+292.6% | $5,306+560.6% |