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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 | $95,404+6.5% | $113,397-10.4% | $82,637+23.0% |
| Participation rate | 62.1% | 72.8%-10.7pp | 76.5%-14.4pp | 68.1%-6.0pp |
| Annual return | 10.08% | 19.08%-9.0pp | 23.20%-13.1pp | 53.51%-43.4pp |
| Employer contribution / active EE | $1,406 | $2,307-39.0% | $2,977-52.8% | $2,552-44.9% |
| Participant deferral / active EE | $2,148 | $4,220-49.1% | $5,076-57.7% | $4,126-47.9% |
| Admin fee / account holder | $87,679 | $9,168+856.3% | $11,957+633.3% | $7,339+1094.7% |