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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 | $81,477 | $81,208+0.3% | $98,916-17.6% | $79,858+2.0% |
| Participation rate | 65.6% | 72.5%-6.9pp | 76.0%-10.5pp | 69.6%-4.1pp |
| Annual return | 7.95% | 60.99%-53.0pp | 196.45%-188.5pp | 31.72%-23.8pp |
| Employer contribution / active EE | $4,377 | $1,960+123.4% | $2,689+62.8% | $2,471+77.1% |
| Participant deferral / active EE | $8,322 | $3,265+154.9% | $4,245+96.1% | $3,740+122.5% |
| Admin fee / account holder | $4,955 | $6,013-17.6% | $6,642-25.4% | $5,306-6.6% |