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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 | $105,964 | $93,589+13.2% | $135,942-22.1% | $75,181+40.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.2pp | 67.2%-0.5pp |
| Annual return | 12.36% | 30.90%-18.5pp | 68.28%-55.9pp | 160.69%-148.3pp |
| Employer contribution / active EE | $3,162 | $3,537-10.6% | $4,858-34.9% | $2,671+18.4% |
| Participant deferral / active EE | $9,641 | $6,405+50.5% | $7,759+24.3% | $4,126+133.7% |
| Admin fee / account holder | $34,391 | $6,977+392.9% | $10,764+219.5% | $5,650+508.7% |