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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 | $86,325 | $81,208+6.3% | $98,916-12.7% | $79,858+8.1% |
| Participation rate | 56.3% | 72.5%-16.3pp | 76.0%-19.8pp | 69.6%-13.4pp |
| Annual return | 8.83% | 60.99%-52.2pp | 196.45%-187.6pp | 31.72%-22.9pp |
| Employer contribution / active EE | $854 | $1,960-56.4% | $2,689-68.2% | $2,471-65.4% |
| Participant deferral / active EE | $3,735 | $3,265+14.4% | $4,245-12.0% | $3,740-0.1% |
| Admin fee / account holder | $4,008 | $6,013-33.3% | $6,642-39.7% | $5,306-24.5% |