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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 | $130,375 | $106,749+22.1% | $145,433-10.4% | $82,448+58.1% |
| Participation rate | 65.9% | 75.6%-9.8pp | 82.1%-16.3pp | 68.1%-2.2pp |
| Annual return | 11.61% | 27.59%-16.0pp | 66.58%-55.0pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,706 | $3,444-50.5% | $4,554-62.5% | $2,551-33.1% |
| Participant deferral / active EE | $4,449 | $6,519-31.8% | $7,897-43.7% | $4,139+7.5% |
| Admin fee / account holder | $37,686 | $8,390+349.2% | $13,129+187.0% | $7,234+420.9% |