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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 | $114,165 | $106,749+6.9% | $145,433-21.5% | $82,448+38.5% |
| Participation rate | 56.0% | 75.6%-19.6pp | 82.1%-26.1pp | 68.1%-12.1pp |
| Annual return | 10.97% | 27.59%-16.6pp | 66.58%-55.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $2,895 | $3,444-16.0% | $4,554-36.4% | $2,551+13.5% |
| Participant deferral / active EE | $7,714 | $6,519+18.3% | $7,897-2.3% | $4,139+86.4% |
| Admin fee / account holder | $34,264 | $8,390+308.4% | $13,129+161.0% | $7,234+373.6% |