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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 | $110,033 | $91,559+20.2% | $133,978-17.9% | $79,856+37.8% |
| Participation rate | 67.9% | 73.3%-5.5pp | 79.8%-12.0pp | 69.6%-1.8pp |
| Annual return | 4.28% | 61.85%-57.6pp | 45.10%-40.8pp | 31.71%-27.4pp |
| Employer contribution / active EE | $2,036 | $2,384-14.6% | $3,919-48.0% | $2,471-17.6% |
| Participant deferral / active EE | $5,543 | $3,734+48.5% | $5,047+9.8% | $3,741+48.2% |
| Admin fee / account holder | $42,864 | $6,321+578.1% | $8,930+380.0% | $5,306+707.8% |