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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 | $125,823 | $115,917+8.5% | $100,535+25.2% | $158,982-20.9% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 4.62% | 34.80%-30.2pp | 30.90%-26.3pp | 302.99%-298.4pp |
| Employer contribution / active EE | $1,565 | $4,105-61.9% | $3,419-54.2% | $4,763-67.1% |
| Participant deferral / active EE | $4,160 | $6,677-37.7% | $6,271-33.7% | $5,983-30.5% |
| Admin fee / account holder | $2,648 | $11,002-75.9% | $8,085-67.2% | $11,252-76.5% |