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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 | $122,591 | $115,810+5.9% | $101,271+21.1% | $158,966-22.9% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 3.97% | 56.15%-52.2pp | 46.48%-42.5pp | 302.95%-299.0pp |
| Employer contribution / active EE | $2,208 | $4,175-47.1% | $3,660-39.7% | $4,762-53.6% |
| Participant deferral / active EE | $3,045 | $4,958-38.6% | $4,371-30.3% | $5,983-49.1% |
| Admin fee / account holder | $7,804 | $7,248+7.7% | $5,948+31.2% | $11,250-30.6% |