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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 | $95,331 | $88,672+7.5% | $105,223-9.4% | $82,448+15.6% |
| Participation rate | 61.5% | 67.9%-6.4pp | 75.0%-13.5pp | 68.1%-6.5pp |
| Annual return | 11.28% | 30.86%-19.6pp | 180.65%-169.4pp | 41.64%-30.4pp |
| Employer contribution / active EE | $3,101 | $3,048+1.8% | $3,689-15.9% | $2,551+21.6% |
| Participant deferral / active EE | $2,533 | $4,036-37.2% | $5,072-50.1% | $4,139-38.8% |
| Admin fee / account holder | $12,494 | $7,146+74.8% | $8,859+41.0% | $7,234+72.7% |