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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 | $101,646 | $95,453+6.5% | $112,040-9.3% | $82,448+23.3% |
| Participation rate | 62.1% | 72.8%-10.7pp | 76.5%-14.4pp | 68.1%-6.0pp |
| Annual return | 10.08% | 23.92%-13.8pp | 24.52%-14.4pp | 41.64%-31.6pp |
| Employer contribution / active EE | $1,406 | $2,318-39.3% | $2,954-52.4% | $2,551-44.9% |
| Participant deferral / active EE | $2,148 | $4,224-49.1% | $5,098-57.9% | $4,139-48.1% |
| Admin fee / account holder | $87,679 | $9,013+872.8% | $12,098+624.7% | $7,234+1112.0% |