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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 | $118,333 | $115,225+2.7% | $100,712+17.5% | $138,895-14.8% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 6.66% | 40.35%-33.7pp | 33.27%-26.6pp | 145.39%-138.7pp |
| Employer contribution / active EE | $1,079 | $2,771-61.1% | $2,313-53.3% | $4,194-74.3% |
| Participant deferral / active EE | $3,501 | $4,699-25.5% | $4,085-14.3% | $6,396-45.3% |
| Admin fee / account holder | $2,569 | $10,844-76.3% | $9,256-72.2% | $12,562-79.5% |