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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 | $89,259+7.0% | $107,187-10.9% | $82,637+15.6% |
| Participation rate | 64.0% | 67.9%-3.9pp | 75.0%-11.0pp | 68.1%-4.1pp |
| Annual return | 1.17% | 21.02%-19.9pp | 204.55%-203.4pp | 53.51%-52.3pp |
| Employer contribution / active EE | $5,306 | $3,080+72.3% | $3,782+40.3% | $2,552+107.9% |
| Participant deferral / active EE | $6,335 | $4,037+56.9% | $5,096+24.3% | $4,126+53.5% |
| Admin fee / account holder | $3,566 | $7,381-51.7% | $9,162-61.1% | $7,339-51.4% |