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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 | $103,879 | $70,418+47.5% | $96,570+7.6% | $85,847+21.0% |
| Participation rate | 56.3% | 61.8%-5.6pp | 69.8%-13.6pp | 69.3%-13.1pp |
| Annual return | 10.83% | 18.59%-7.8pp | 37.79%-27.0pp | 318.61%-307.8pp |
| Employer contribution / active EE | $2,099 | $1,413+48.5% | $2,357-11.0% | $2,565-18.2% |
| Participant deferral / active EE | $5,523 | $2,894+90.8% | $3,849+43.5% | $3,952+39.8% |
| Admin fee / account holder | $3,270 | $4,995-34.5% | $6,182-47.1% | $6,261-47.8% |