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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 | $143,741 | $100,003+43.7% | $146,685-2.0% | $85,856+67.4% |
| Participation rate | 41.8% | 73.1%-31.3pp | 80.1%-38.3pp | 69.3%-27.5pp |
| Annual return | 10.56% | 18.93%-8.4pp | 22.75%-12.2pp | 318.58%-308.0pp |
| Employer contribution / active EE | $2,530 | $2,559-1.1% | $4,137-38.8% | $2,565-1.4% |
| Participant deferral / active EE | $4,006 | $4,0060% | $5,507-27.3% | $3,952+1.4% |
| Admin fee / account holder | $5,745 | $7,704-25.4% | $10,281-44.1% | $6,261-8.2% |