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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 | $93,345+1.2% | $119,126-20.7% | $87,485+8.0% |
| Participation rate | 60.6% | 68.7%-8.2pp | 75.8%-15.2pp | 68.9%-8.4pp |
| Annual return | 9.00% | 19.08%-10.1pp | 282.11%-273.1pp | 26.06%-17.1pp |
| Employer contribution / active EE | $2,559 | $3,172-19.3% | $4,034-36.5% | $2,596-1.4% |
| Participant deferral / active EE | $5,160 | $4,099+25.9% | $5,318-3.0% | $4,274+20.7% |
| Admin fee / account holder | $14,157 | $8,039+76.1% | $10,693+32.4% | $7,775+82.1% |