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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 | $107,441 | $80,983+32.7% | $96,544+11.3% | $75,177+42.9% |
| Participation rate | 65.6% | 71.8%-6.2pp | 76.0%-10.4pp | 67.2%-1.6pp |
| Annual return | 9.76% | 27.05%-17.3pp | 25.88%-16.1pp | 160.75%-151.0pp |
| Employer contribution / active EE | $1,012 | $2,282-55.7% | $2,966-65.9% | $2,671-62.1% |
| Participant deferral / active EE | $4,495 | $3,929+14.4% | $4,851-7.4% | $4,126+8.9% |
| Admin fee / account holder | $19,987 | $6,717+197.6% | $8,254+142.1% | $5,651+253.7% |