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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 | $91,805 | $79,223+15.9% | $102,460-10.4% | $74,478+23.3% |
| Participation rate | 42.2% | 74.8%-32.5pp | 76.5%-34.3pp | 67.2%-25.0pp |
| Annual return | 9.40% | 54.98%-45.6pp | 29.47%-20.1pp | 1370.56%-1361.2pp |
| Employer contribution / active EE | $2,612 | $2,363+10.5% | $3,025-13.7% | $2,626-0.5% |
| Participant deferral / active EE | $3,093 | $4,417-30.0% | $5,056-38.8% | $4,350-28.9% |
| Admin fee / account holder | $3,414 | $2,003+70.4% | $9,460-63.9% | $1,946+75.5% |