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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 | $110,551 | $73,955+49.5% | $96,520+14.5% | $75,181+47.0% |
| Participation rate | 64.7% | 66.4%-1.7pp | 74.3%-9.6pp | 67.2%-2.5pp |
| Annual return | 13.12% | 26.72%-13.6pp | 35.72%-22.6pp | 160.69%-147.6pp |
| Employer contribution / active EE | $1,521 | $2,930-48.1% | $3,739-59.3% | $2,671-43.1% |
| Participant deferral / active EE | $2,400 | $3,659-34.4% | $4,879-50.8% | $4,126-41.8% |
| Admin fee / account holder | $20,254 | $5,217+288.2% | $6,733+200.8% | $5,650+258.5% |