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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 | $113,931 | $114,712-0.7% | $173,730-34.4% | $87,485+30.2% |
| Participation rate | 57.7% | 73.0%-15.3pp | 79.6%-21.9pp | 68.9%-11.2pp |
| Annual return | 7.61% | 20.18%-12.6pp | 19.96%-12.3pp | 26.06%-18.5pp |
| Employer contribution / active EE | $1,604 | $2,904-44.8% | $4,577-65.0% | $2,596-38.2% |
| Participant deferral / active EE | $3,382 | $4,642-27.1% | $6,326-46.5% | $4,274-20.9% |
| Admin fee / account holder | $33,882 | $10,210+231.9% | $17,523+93.4% | $7,775+335.8% |