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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 | $127,013 | $110,410+15.0% | $102,437+24.0% | $145,897-12.9% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 8.92% | 24.85%-15.9pp | 24.95%-16.0pp | 552.29%-543.4pp |
| Employer contribution / active EE | $2,286 | $4,217-45.8% | $3,871-40.9% | $4,663-51.0% |
| Participant deferral / active EE | $2,636 | $5,622-53.1% | $5,060-47.9% | $6,689-60.6% |
| Admin fee / account holder | $52,784 | $9,745+441.7% | $8,388+529.3% | $13,390+294.2% |