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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 | $64,113 | $58,275+10.0% | $81,844-21.7% | $80,935-20.8% |
| Participation rate | 62.2% | 63.5%-1.3pp | 72.4%-10.2pp | 67.7%-5.5pp |
| Annual return | 9.78% | 41.82%-32.0pp | 778.87%-769.1pp | 35.66%-25.9pp |
| Employer contribution / active EE | $3,975 | $2,346+69.5% | $2,916+36.3% | $2,757+44.2% |
| Participant deferral / active EE | $3,828 | $3,285+16.5% | $4,323-11.5% | $4,299-11.0% |
| Admin fee / account holder | $3,796 | $4,749-20.1% | $7,355-48.4% | $6,924-45.2% |