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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 | $91,050 | $85,766+6.2% | $136,298-33.2% | $70,126+29.8% |
| Participation rate | 69.7% | 74.2%-4.5pp | 81.9%-12.2pp | 69.5%+0.2pp |
| Annual return | 11.00% | 31.46%-20.5pp | 5156.27%-5145.3pp | 73.15%-62.1pp |
| Employer contribution / active EE | $1,105 | $2,966-62.8% | $4,696-76.5% | $2,343-52.8% |
| Participant deferral / active EE | $6,226 | $5,051+23.3% | $6,247-0.3% | $3,332+86.9% |
| Admin fee / account holder | $9,346 | $5,421+72.4% | $9,244+1.1% | $4,645+101.2% |