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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 | $90,573 | $111,814-19.0% | $103,378-12.4% | $145,978-38.0% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 7.07% | 24.80%-17.7pp | 24.91%-17.8pp | 550.52%-543.5pp |
| Employer contribution / active EE | $3,029 | $4,215-28.1% | $3,870-21.7% | $4,662-35.0% |
| Participant deferral / active EE | $4,249 | $5,618-24.4% | $5,058-16.0% | $6,690-36.5% |
| Admin fee / account holder | $28,837 | $9,764+195.3% | $8,401+243.3% | $13,400+115.2% |