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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 | $85,675 | $99,053-13.5% | $88,179-2.8% | $138,895-38.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 6.71% | 78.17%-71.5pp | 64.97%-58.3pp | 145.39%-138.7pp |
| Employer contribution / active EE | $3,049 | $2,882+5.8% | $2,549+19.6% | $4,194-27.3% |
| Participant deferral / active EE | $6,075 | $5,225+16.3% | $4,614+31.7% | $6,396-5.0% |
| Admin fee / account holder | $68,738 | $8,748+685.7% | $7,673+795.8% | $12,562+447.2% |