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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 | $114,134 | $105,284+8.4% | $150,734-24.3% | $94,015+21.4% |
| Participation rate | 52.9% | 71.7%-18.8pp | 78.4%-25.5pp | 70.8%-17.9pp |
| Annual return | 8.02% | 15.67%-7.7pp | 600.81%-592.8pp | 17.84%-9.8pp |
| Employer contribution / active EE | $1,170 | $3,599-67.5% | $4,918-76.2% | $2,790-58.1% |
| Participant deferral / active EE | $3,945 | $4,274-7.7% | $5,610-29.7% | $4,249-7.2% |
| Admin fee / account holder | $1,569 | $9,839-84.0% | $14,905-89.5% | $8,951-82.5% |