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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 | $104,713 | $111,787-6.3% | $93,681+11.8% | $145,978-28.3% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.1pp |
| Annual return | 4.90% | 203.52%-198.6pp | 133.47%-128.6pp | 550.52%-545.6pp |
| Employer contribution / active EE | $3,091 | $3,093-0.1% | $2,422+27.6% | $4,662-33.7% |
| Participant deferral / active EE | $3,971 | $4,918-19.2% | $4,415-10.0% | $6,690-40.6% |
| Admin fee / account holder | $13,389 | $10,256+30.5% | $8,290+61.5% | $13,400-0.1% |