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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 | $94,481 | $88,672+6.6% | $105,223-10.2% | $82,448+14.6% |
| Participation rate | 60.6% | 67.9%-7.4pp | 75.0%-14.5pp | 68.1%-7.5pp |
| Annual return | 9.00% | 30.86%-21.9pp | 180.65%-171.6pp | 41.64%-32.6pp |
| Employer contribution / active EE | $2,559 | $3,048-16.0% | $3,689-30.6% | $2,551+0.3% |
| Participant deferral / active EE | $5,160 | $4,036+27.9% | $5,072+1.7% | $4,139+24.7% |
| Admin fee / account holder | $14,157 | $7,146+98.1% | $8,859+59.8% | $7,234+95.7% |