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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 | $122,581 | $86,288+42.1% | $111,306+10.1% | $85,851+42.8% |
| Participation rate | 57.9% | 73.3%-15.4pp | 77.3%-19.4pp | 69.3%-11.4pp |
| Annual return | 10.07% | 19.99%-9.9pp | 54.67%-44.6pp | 318.63%-308.6pp |
| Employer contribution / active EE | $1,072 | $2,044-47.6% | $2,732-60.8% | $2,565-58.2% |
| Participant deferral / active EE | $5,148 | $3,641+41.4% | $4,488+14.7% | $3,952+30.2% |
| Admin fee / account holder | $33,414 | $8,189+308.0% | $7,966+319.5% | $6,261+433.7% |