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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 | $101,613 | $109,344-7.1% | $89,400+13.7% | $158,950-36.1% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | 2.81% | 345.73%-342.9pp | 245.64%-242.8pp | 302.91%-300.1pp |
| Employer contribution / active EE | $2,177 | $3,170-31.3% | $2,586-15.8% | $4,762-54.3% |
| Participant deferral / active EE | $8,554 | $4,599+86.0% | $3,890+119.9% | $5,983+43.0% |
| Admin fee / account holder | $2,677 | $6,154-56.5% | $4,882-45.2% | $11,248-76.2% |