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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 | $92,055 | $54,757+68.1% | $90,304+1.9% | $72,975+26.1% |
| Participation rate | 65.1% | 65.2%-0.1pp | 73.3%-8.2pp | 69.5%-4.4pp |
| Annual return | 16.00% | 30.63%-14.6pp | 78.13%-62.1pp | 81.01%-65.0pp |
| Employer contribution / active EE | $2,974 | $2,093+42.1% | $2,855+4.2% | $2,440+21.9% |
| Participant deferral / active EE | $4,053 | $2,887+40.4% | $3,885+4.3% | $3,608+12.3% |
| Admin fee / account holder | $2,631 | $3,973-33.8% | $5,354-50.9% | $5,124-48.6% |