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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 | $111,957 | $201,370-44.4% | $184,256-39.2% | $145,897-23.3% |
| Participation rate | 61.5% | 87.5%-26.0pp | 86.8%-25.3pp | 80.3%-18.8pp |
| Annual return | 9.56% | 29.05%-19.5pp | 28.85%-19.3pp | 552.29%-542.7pp |
| Employer contribution / active EE | $1,969 | $7,024-72.0% | $6,427-69.4% | $4,663-57.8% |
| Participant deferral / active EE | $4,113 | $9,808-58.1% | $9,133-55.0% | $6,689-38.5% |
| Admin fee / account holder | $5,846 | $16,364-64.3% | $13,899-57.9% | $13,390-56.3% |