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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 | $116,569 | $110,379+5.6% | $102,412+13.8% | $145,884-20.1% |
| Participation rate | 45.0% | 77.9%-32.9pp | 74.5%-29.5pp | 80.3%-35.3pp |
| Annual return | 8.72% | 24.84%-16.1pp | 24.94%-16.2pp | 551.85%-543.1pp |
| Employer contribution / active EE | $2,108 | $4,216-50.0% | $3,870-45.5% | $4,662-54.8% |
| Participant deferral / active EE | $5,841 | $5,622+3.9% | $5,060+15.4% | $6,690-12.7% |
| Admin fee / account holder | $1,038 | $9,745-89.3% | $8,388-87.6% | $13,392-92.2% |