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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 | $91,090 | $88,672+2.7% | $105,223-13.4% | $82,448+10.5% |
| Participation rate | 67.3% | 67.9%-0.6pp | 75.0%-7.7pp | 68.1%-0.7pp |
| Annual return | 10.31% | 30.86%-20.5pp | 180.65%-170.3pp | 41.64%-31.3pp |
| Employer contribution / active EE | $1,804 | $3,048-40.8% | $3,689-51.1% | $2,551-29.3% |
| Participant deferral / active EE | $6,012 | $4,036+49.0% | $5,072+18.5% | $4,139+45.2% |
| Admin fee / account holder | $19,000 | $7,146+165.9% | $8,859+114.5% | $7,234+162.6% |