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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 | $117,459 | $78,670+49.3% | $109,173+7.6% | $85,847+36.8% |
| Participation rate | 61.8% | 68.3%-6.5pp | 75.9%-14.1pp | 69.3%-7.6pp |
| Annual return | 10.82% | 25.09%-14.3pp | 25.75%-14.9pp | 318.61%-307.8pp |
| Employer contribution / active EE | $1,307 | $2,734-52.2% | $3,723-64.9% | $2,565-49.1% |
| Participant deferral / active EE | $7,143 | $3,467+106.0% | $4,654+53.5% | $3,952+80.7% |
| Admin fee / account holder | $3,158 | $5,469-42.3% | $6,755-53.2% | $6,261-49.6% |