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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 | $93,420 | $61,125+52.8% | $94,057-0.7% | $87,485+6.8% |
| Participation rate | 53.7% | 64.1%-10.4pp | 73.3%-19.6pp | 68.9%-15.2pp |
| Annual return | 4.79% | 35.20%-30.4pp | 480.62%-475.8pp | 26.06%-21.3pp |
| Employer contribution / active EE | $2,085 | $2,136-2.4% | $2,933-28.9% | $2,596-19.7% |
| Participant deferral / active EE | $4,334 | $3,260+32.9% | $4,709-8.0% | $4,274+1.4% |
| Admin fee / account holder | $11,912 | $5,629+111.6% | $7,244+64.4% | $7,775+53.2% |