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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 | $126,251 | $110,410+14.3% | $102,437+23.2% | $145,897-13.5% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 5.68% | 24.85%-19.2pp | 24.95%-19.3pp | 552.29%-546.6pp |
| Employer contribution / active EE | $1,479 | $4,217-64.9% | $3,871-61.8% | $4,663-68.3% |
| Participant deferral / active EE | $9,814 | $5,622+74.6% | $5,060+93.9% | $6,689+46.7% |
| Admin fee / account holder | $87,596 | $9,745+798.9% | $8,388+944.3% | $13,390+554.2% |