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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 | $114,757 | $124,425-7.8% | $112,040+2.4% | $137,256-16.4% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.5%-14.0pp | 80.0%-17.5pp |
| Annual return | 7.10% | 24.72%-17.6pp | 24.52%-17.4pp | 220.34%-213.2pp |
| Employer contribution / active EE | $1,300 | $3,411-61.9% | $2,954-56.0% | $4,156-68.7% |
| Participant deferral / active EE | $2,269 | $5,718-60.3% | $5,098-55.5% | $6,407-64.6% |
| Admin fee / account holder | $27,247 | $15,207+79.2% | $12,098+125.2% | $12,270+122.1% |