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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 | $103,833 | $102,638+1.2% | $81,991+26.6% | $158,966-34.7% |
| Participation rate | 57.1% | 75.5%-18.4pp | 69.3%-12.1pp | 82.0%-24.8pp |
| Annual return | 2.95% | 61.05%-58.1pp | 41.31%-38.4pp | 302.95%-300.0pp |
| Employer contribution / active EE | $1,767 | $3,241-45.5% | $2,498-29.3% | $4,762-62.9% |
| Participant deferral / active EE | $8,749 | $4,649+88.2% | $3,722+135.0% | $5,983+46.2% |
| Admin fee / account holder | $2,737 | $8,237-66.8% | $5,665-51.7% | $11,250-75.7% |