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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 | $122,876 | $110,379+11.3% | $102,412+20.0% | $145,884-15.8% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.6pp | 80.3%-37.4pp |
| Annual return | 5.96% | 24.84%-18.9pp | 24.94%-19.0pp | 551.85%-545.9pp |
| Employer contribution / active EE | $2,067 | $4,216-51.0% | $3,870-46.6% | $4,662-55.7% |
| Participant deferral / active EE | $8,714 | $5,622+55.0% | $5,060+72.2% | $6,690+30.3% |
| Admin fee / account holder | $70,005 | $9,745+618.4% | $8,388+734.6% | $13,392+422.7% |