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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 | $115,852 | $124,425-6.9% | $112,040+3.4% | $137,256-15.6% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 6.29% | 24.72%-18.4pp | 24.52%-18.2pp | 220.34%-214.1pp |
| Employer contribution / active EE | $2,093 | $3,411-38.6% | $2,954-29.1% | $4,156-49.6% |
| Participant deferral / active EE | $3,623 | $5,718-36.6% | $5,098-28.9% | $6,407-43.5% |
| Admin fee / account holder | $34,827 | $15,207+129.0% | $12,098+187.9% | $12,270+183.8% |