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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 | $136,860-16.2% | $120,344-4.6% | $154,746-25.8% |
| Participation rate | 62.5% | 79.9%-17.4pp | 76.7%-14.2pp | 80.7%-18.2pp |
| Annual return | 7.10% | 21.38%-14.3pp | 20.30%-13.2pp | 172.34%-165.2pp |
| Employer contribution / active EE | $1,300 | $3,533-63.2% | $3,020-57.0% | $4,379-70.3% |
| Participant deferral / active EE | $2,269 | $5,793-60.8% | $5,135-55.8% | $6,730-66.3% |
| Admin fee / account holder | $27,247 | $15,393+77.0% | $12,742+113.8% | $14,365+89.7% |