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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 | $97,133 | $81,208+19.6% | $98,920-1.8% | $79,856+21.6% |
| Participation rate | 51.9% | 72.5%-20.7pp | 76.0%-24.2pp | 69.6%-17.8pp |
| Annual return | 6.68% | 60.99%-54.3pp | 196.47%-189.8pp | 31.71%-25.0pp |
| Employer contribution / active EE | $1,632 | $1,960-16.7% | $2,689-39.3% | $2,471-33.9% |
| Participant deferral / active EE | $3,527 | $3,265+8.0% | $4,245-16.9% | $3,741-5.7% |
| Admin fee / account holder | $1,901 | $6,013-68.4% | $6,643-71.4% | $5,306-64.2% |