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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 | $124,091 | $124,425-0.3% | $112,040+10.8% | $137,256-9.6% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 7.53% | 24.72%-17.2pp | 24.52%-17.0pp | 220.34%-212.8pp |
| Employer contribution / active EE | $2,340 | $3,411-31.4% | $2,954-20.8% | $4,156-43.7% |
| Participant deferral / active EE | $5,477 | $5,718-4.2% | $5,098+7.4% | $6,407-14.5% |
| Admin fee / account holder | $5,849 | $15,207-61.5% | $12,098-51.7% | $12,270-52.3% |