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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 | $119,527 | $69,590+71.8% | $136,867-12.7% | $94,015+27.1% |
| Participation rate | 61.3% | 66.3%-5.1pp | 74.5%-13.3pp | 70.8%-9.6pp |
| Annual return | 9.93% | 19.62%-9.7pp | 42.97%-33.0pp | 17.84%-7.9pp |
| Employer contribution / active EE | $1,727 | $2,396-27.9% | $3,547-51.3% | $2,790-38.1% |
| Participant deferral / active EE | $4,053 | $3,437+17.9% | $4,924-17.7% | $4,249-4.6% |
| Admin fee / account holder | $37,570 | $8,912+321.6% | $10,340+263.3% | $8,951+319.7% |