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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 | $124,602 | $117,846+5.7% | $102,434+21.6% | $145,884-14.6% |
| Participation rate | 57.9% | 78.6%-20.7pp | 76.5%-18.6pp | 80.3%-22.4pp |
| Annual return | 8.43% | 31.90%-23.5pp | 29.46%-21.0pp | 551.85%-543.4pp |
| Employer contribution / active EE | $1,569 | $3,615-56.6% | $3,023-48.1% | $4,662-66.4% |
| Participant deferral / active EE | $3,458 | $5,733-39.7% | $5,055-31.6% | $6,690-48.3% |
| Admin fee / account holder | $12,274 | $13,356-8.1% | $9,462+29.7% | $13,392-8.3% |