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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 | $95,491 | $93,345+2.3% | $119,126-19.8% | $87,485+9.2% |
| Participation rate | 64.0% | 68.7%-4.7pp | 75.8%-11.8pp | 68.9%-4.9pp |
| Annual return | 1.17% | 19.08%-17.9pp | 282.11%-280.9pp | 26.06%-24.9pp |
| Employer contribution / active EE | $5,306 | $3,172+67.3% | $4,034+31.5% | $2,596+104.4% |
| Participant deferral / active EE | $6,335 | $4,099+54.6% | $5,318+19.1% | $4,274+48.2% |
| Admin fee / account holder | $3,566 | $8,039-55.6% | $10,693-66.7% | $7,775-54.1% |