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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 | $126,859 | $110,137+15.2% | $161,149-21.3% | $82,637+53.5% |
| Participation rate | 61.4% | 72.4%-10.9pp | 78.8%-17.4pp | 68.1%-6.6pp |
| Annual return | 4.29% | 20.69%-16.4pp | 21.16%-16.9pp | 53.51%-49.2pp |
| Employer contribution / active EE | $2,220 | $2,856-22.3% | $4,360-49.1% | $2,552-13.0% |
| Participant deferral / active EE | $3,925 | $4,575-14.2% | $6,153-36.2% | $4,126-4.9% |
| Admin fee / account holder | $14,221 | $9,467+50.2% | $15,194-6.4% | $7,339+93.8% |